Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Haas is a financial advisor with Osaic Wealth, Inc. Sarah is a Series 6TO and SIE licensed professional. Sarah is an active financial advisor and specializes in providing financial advice to individuals, corporations, and pension and profit-sharing plans. She is based in LA VERNE, CA.
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.
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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2
CA
03/07/2023 - Present
Osaic Wealth, Inc. (LA VERNE CA)
BC
Issued 03/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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