Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Holler is a financial advisor with over 20 years of experience in the industry. Sara is currently registered with Robert W. Baird & Co. Inc. and is licensed in South Carolina. Sara has a broad range of experience, having worked with a variety of firms, including Princor Financial Services Corporation and Legg Mason Wood Walker, Incorporated. Sara has held various roles in the financial services industry, including financial advisor, investment advisor representative, and registered representative. Sara has a proven track record of success in helping clients achieve their financial goals. Sara is committed to providing her clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
SC
03/16/2023 - Present
Robert W. Baird & Co. Inc. (Greenville SC)
NC
07/21/2005 - 12/31/2006
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)
MD
02/12/2003 - 09/16/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 03/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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