Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Clough Allen is a financial advisor registered with Foster Victor Wealth Advisors in Greenville, SC. Sara has been working in the financial industry since 2012 and has experience in various areas, including banking and wealth management. Sara holds the Series 66, Series 7, and SIE licenses. She is a registered investment advisor representative in South Carolina and provides financial planning and portfolio management services to individuals and businesses.
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.
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.
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2
SC
01/01/2025 - Present
Foster Victor Wealth Advisors (GREENVILLE SC)
SC
04/23/2018 - 08/06/2021
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
BOTH
Issued 10/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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