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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 Frank-hepfer is a financial advisor with Commonwealth Financial Network. Sara has been working in the financial industry since 2006. Sara is a Certified Financial Planner™ professional and has the Series 66, Series 7, and SIE licenses. Sara has a state exam category of Series 66 (Uniform Combined State Law Examination). Sara has a product exam category of Series 7 (General Securities Representative Examination), and the SIE (Securities Industry Essentials Examination). Sara provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Sara has worked with high-net-worth individuals, charitable organizations, corporations, and other businesses. Sara's clients are located in Alabama, California, Colorado, Delaware, Florida, Indiana, Kentucky, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Wisconsin. Sara is registered with FINRA and the state of Michigan.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
12/08/2014 - Present
Commonwealth Financial Network (EAST LANSING MI)
MI
11/14/2006 - 12/08/2014
EDWARD JONES (DEWITT MI)
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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