Unclaimed
Sara Vaughan Vavricka is an active investment advisor representative with Eagle Strategies LLC in Ness City, KS. Sara has been working in the financial industry since 2003 and has a wide range of experience, including financial planning, pension consulting, and portfolio management for individuals. Sara is also registered as an investment advisor representative with the state of Kansas and has passed several industry exams, including the Series 6, Series 7, Series 63, Series 65, and Series 26 exams.
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 01/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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