Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Amelia Wilson is an Investment Advisor Representative with Park Square Financial Group LLC. Sarah is registered in Georgia and has experience in the financial services industry since 2021. Sarah also has prior experience with Equitable Advisors, LLC. Sarah holds the Series 66, Series 7TO and SIE licenses. Sarah specializes in providing financial planning and portfolio management services to individuals and families, as well as pension and profit-sharing plans.
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.
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.
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GA
09/20/2024 - Present
Park Square Financial Group LLC (ROSWELL GA)
GA
09/01/2021 - 05/08/2023
EQUITABLE ADVISORS, LLC (DACULA GA)
BOTH
Issued 11/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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