Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Alvarez Rodriguez is a registered investment advisor representative with Capital Group Private Client Services, Inc. Sarah has been in the industry since 2013. Sarah is registered in California, Georgia, Illinois, Nevada, New York, and Texas. Sarah holds the Series 6 and Series 63 licenses. Sarah has experience in portfolio management for businesses and individuals, as well as portfolio management for pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
08/31/2023 - Present
Capital Group Private Client Services, Inc. (San Francisco CA)
FL
08/26/2013 - 04/25/2014
NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)
FL
05/10/2013 - 08/09/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)
IA
Issued 08/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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