Unclaimed
Sara Rasmussen is a registered investment advisor representative with Ameritas Advisory Services, LLC, based in Everett, WA. Sara has been in the industry since 2013 and has experience in comprehensive planning and insurance sales. Sara is also a registered agent for C1 Wealth Management, LLC. The Ameritas Advisory Services, LLC office in Everett, WA provides financial planning, pension consulting, and educational seminars for individuals, businesses, and institutions.
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.
Solicitor fees
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WA
11/06/2024 - Present
Ameritas Advisory Services, LLC (Everett WA)
Active
Inactive
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