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Sara Marianne richart Young

Nectarine

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About Sara Marianne richart Young

Sara Young is an Investment Advisor Representative with Nectarine and Live AND Give Financial. Sara is registered with the state of Ohio and Texas. Sara is also a Certified Financial Planner. Sara provides Financial Planning and selection of other advisers services to clients. Sara has been in the industry for over 12 years.

Firm Information

Sara Young is currently registered with Nectarine. Nectarine is a financial advisor based in SAN DIEGO, CA. The firm offers financial planning and selection of other advisors. They are registered with the SEC under the number 801-128604.
Nectarine

1650 GARNET AVENUE

SAN DIEGO, CA 92109

Not reported

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Sara Young’s Registration & Firm History

OH

04/04/2024 - Present

Nectarine (Cincinnati OH)

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Licenses & Designations

IA

Issued 12/16/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sara Marianne richart Young.
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