Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Elizabeth Meraz Wolf is a financial advisor at USA Financial Securities LLC. Sara Elizabeth has been working in the financial services industry since 2018. Sara Elizabeth is registered with the following states: Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Massachusetts, Michigan, New Mexico, New York, Ohio, Pennsylvania and Texas. Sara Elizabeth is also a Certified Financial Planner. Sara Elizabeth has 24 hours per week devoted to outside business activities.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
03/09/2023 - Present
USA Financial Securities LLC (ST JOSEPH MI)
BOTH
Issued 03/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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