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 Gritzmacher is an investment advisor representative at Midwestern Securities Trading Company, LLC. Sarah has been in the industry since 2021 and is licensed to operate in Illinois. Sarah's experience includes roles at JOHN GRAHAM & ASSOCIATES, MSTC, OSF, TRICOCI UNIVERSITY, and HEDDINGTON OAKS. Sarah offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Sarah's current registrations include Series 66, Series 7TO, and SIE, as well as the General Securities Principal Examination (Series 24). Sarah is licensed in Illinois, and holds Series 66, Series 7TO, and SIE licenses.
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.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
A percentage of assets under 3rd party management
1
2
IL
08/02/2022 - Present
Midwestern Securities Trading Company, LLC (EAST PEORIA IL)
BOTH
Issued 07/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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