Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Stiles is a financial advisor with Rise Retirement, LLC. Sara has been in the financial services industry since 2007 and holds the Series 6, 7, 63, and 65 licenses. Sara is also a Certified Financial Planner. Sara's experience and qualifications make her well-suited to provide financial advice to individuals, businesses, and retirement plans. She is currently registered with the state of Missouri and Kansas. Sara is committed to providing her clients with personalized financial advice that meets their unique needs. She is a registered representative of Rise Retirement, LLC which provides advisory services, tax consulting and preparation, financial planning, pension consulting, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Tax consulting and prep
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
MO
11/13/2019 - Present
Rise Retirement, LLC (LEE'S SUMMIT MO)
KS
07/13/2016 - 09/06/2017
PRINCIPAL SECURITIES, INC. (OVERLAND PARK KS)
MO
08/15/2014 - 06/20/2016
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
KS
06/05/2012 - 07/02/2014
BOSC, INC. (OVERLAND PARK KS)
KS
01/23/2012 - 06/12/2012
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
MO
11/06/2008 - 11/03/2011
PRIMEVEST FINANCIAL SERVICES, INC. (INDEPENDENCE MO)
MO
05/09/2007 - 11/11/2008
UVEST FINANCIAL SERVICES GROUP, INC. (INDEPENDENCE MO)
IA
Issued 10/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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