Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Ann Colotto is a financial advisor with over 7 years of experience in the industry. Sarah is registered with Global Retirement Partners LLC and holds Series 6, 63, and 65 licenses. Sarah is committed to providing personalized financial advice to individuals and families in the San Rafael area. Her areas of expertise include financial planning, portfolio management, and retirement planning. Sarah is a dedicated professional with a passion for 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.
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.
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CA
10/26/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
OH
03/01/2022 - 10/03/2022
CAPFINANCIAL SECURITIES, LLC. (AKRON OH)
OH
06/05/2015 - 01/24/2022
LPL FINANCIAL LLC (CLEVELAND OH)
OH
03/02/2015 - 06/08/2015
INDEPENDENT FINANCIAL GROUP, LLC (Cleveland OH)
BC
Issued 12/08/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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