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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Kula is an Investment Advisor Representative with Edelman Financial Engines and is currently registered in Arizona and Texas. Sara holds the Series 65 license, the Uniform Investment Adviser Law Examination, and is licensed in Texas. Sara has been a licensed financial professional since August 2018, and previously worked at Edward Jones. Sara Kula is committed to providing financial advice to individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. Sara focuses on providing financial planning, portfolio management, educational seminars, selection of other advisors, publication of periodicals, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
TX
04/02/2020 - Present
Edelman Financial Engines (Plano TX)
IA
Issued 10/05/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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