Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Vavricka is a financial advisor with Eagle Strategies LLC. Sara has been in the industry since 2003 and has held registrations with several firms, including NYLIFE SECURITIES LLC and NYLIFE DISTRIBUTORS LLC. Sara is registered in both Iowa and Kansas, and offers financial planning, pension consulting, and educational seminars. Sara is also licensed to provide investment advice and manage portfolios for individuals and businesses.
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.
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.
1
2
KS
07/31/2017 - Present
Eagle Strategies LLC (NESS CITY KS)
NJ
08/29/2012 - 11/10/2015
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
TX
07/29/2003 - 08/30/2012
NYLIFE SECURITIES LLC (ADDISON TX)
IA
Issued 1/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/20/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/6/2011
Series 7 - General Securities Representative Examination
BC
Issued 7/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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