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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 Elizabeth Lamberto is a financial advisor with Onedigital Investment Advisors in Overland Park, KS. Sara has been in the financial industry since 2007. Sara holds the Series 6, Series 63, and Series 65 licenses. Sara provides financial planning, portfolio management, and pension consulting services. Sara serves a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Sara previously worked at LPL Financial LLC and NRP FINANCIAL, INC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
01/12/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
11/30/2010 - 08/21/2013
LPL FINANCIAL LLC (LEAWOOD KS)
KS
01/14/2008 - 11/30/2010
NRP FINANCIAL, INC. (LEAWOOD KS)
SC
02/09/2007 - 01/22/2008
LPL FINANCIAL CORPORATION (FORT MILL SC)
IA
Issued 05/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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