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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 Jo Seyer is an investment advisor representative with Wellth Advisory Services, LLC, a firm based in Shorewood, Illinois. Sara has been in the financial industry for more than a decade. Sara holds the Series 63, 65 and 7 licenses, along with the SIE exam. Sara specializes in working with individuals, corporations, businesses, pension plans, and charitable organizations. Sara is currently registered with the state of Texas. Prior to joining Wellth Advisory Services, LLC, Sara worked for VOYA Financial Advisors, INC., and LPL Financial LLC.
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.
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2
TX
06/28/2024 - Present
Wellth Advisory Services, LLC (Austin TX)
TX
07/12/2014 - 12/16/2014
VOYA FINANCIAL ADVISORS, INC. (GEORGETOWN TX)
TX
07/04/2011 - 12/04/2012
LPL FINANCIAL LLC (AUSTIN TX)
IA
Issued 05/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2014
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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