Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Luebbert is an investment advisor representative with PNC Investments. Sara has been in the industry since 2015 and has experience working with clients in Indiana. Sara is a registered representative in Indiana and has passed the Series 66, Series 7, and SIE exams. PNC Investments is a large firm with over 1,000 investment advisor representatives and over $2.3 trillion in regulatory assets under management. The firm offers a variety of services to individuals, businesses, and institutions, including investment management, financial planning, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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IN
07/05/2017 - Present
PNC Investments (CARMEL IN)
BOTH
Issued 09/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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