Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Ramirez is a financial advisor who has been in the industry since 2019. Sara is currently registered with LPL Financial LLC and holds Series 7, Series 63, Series 99TO, and SIE licenses. Sara has previous experience with Empower Financial Services, Inc. and Fidelity Brokerage Services LLC. Sara specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and charitable organizations. Sara is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
12/15/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CO
07/28/2022 - 03/03/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
FL
06/21/2021 - 02/11/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
CA
09/06/2019 - 01/06/2021
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 07/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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