Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Magdalena Ticas is a registered investment advisor with Wells Fargo Clearing Services, LLC. Sara has been in the industry since 2011 and has a Series 6, 7, 63 and 65 license. She is registered in California and has been associated with Wells Fargo Clearing Services, LLC since 2016. Sara has experience providing investment advice to individuals, corporations, and institutional clients. She has a strong understanding of the financial markets and is committed to providing her clients with personalized financial planning and investment management services.
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.
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.
Investment consulting services to institutional clients
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
04/05/2021 - Present
Wells Fargo Clearing Services, LLC (EL SEGUNDO CA)
IA
Issued 04/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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