Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Cliff is a registered investment advisor representative with Cetera Investment Advisers LLC. Sara has been in the financial industry since 2006. She is registered with the state of Wisconsin and holds Series 6, 63 and 65 licenses as well as the SIE. Previously, Sara was employed with First Allied Securities, Inc. Sara specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. She also provides portfolio management for individuals and businesses. Sara's practice serves high net worth individuals, corporations, other businesses, pension and profit sharing plans, insurance companies, banking or thrift institutions, and charitable organizations.
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.
1
2
WI
11/12/2020 - Present
Cetera Investment Advisers LLC (WAUWATOSA WI)
WI
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (WAUWATOSA WI)
MO
03/24/2006 - 05/30/2008
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 06/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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