Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Pohlmeier is a financial professional with experience in the industry. Sara is currently registered with Avantax Investment Services, Inc. and has previously been registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, and Cetera Investment Services LLC. Sara's experience includes working with clients in the St. Cloud area.
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.
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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2
MN
07/06/2024 - Present
Avantax Investment Services, Inc. (ST CLOUD MN)
MN
05/30/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
MN
05/30/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ST CLOUD MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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