Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Schalz Uh is a financial advisor who has been in the industry for over 17 years. Sara is currently registered with Edelman Financial Engines in Troy, MI. Previously, Sara was registered with EF Legacy Securities, LLC, Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Comerica Securities. Sara has a Series 7 and Series 66 license and holds the Certified Financial Planner designation. Sara specializes in providing financial advice to individuals, businesses, and charitable organizations. Sara has experience with investment management, financial planning, and pension consulting. Sara is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MI
01/03/2023 - Present
Edelman Financial Engines (TROY MI)
MI
05/12/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NOVI MI)
MI
07/24/2006 - 05/09/2016
CHARLES SCHWAB & CO., INC. (TROY MI)
MI
04/10/2006 - 07/11/2006
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
MI
05/19/2005 - 03/02/2006
COMERICA SECURITIES (ANN ARBOR MI)
BOTH
Issued 09/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sara Uh is the right advisor for you? Invested Better is here to help.
