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 Harris is an investment advisor representative at Prime Capital Financial. Sarah has been in the industry since January 2016. Sarah has a Series 66 and a Series 7 license. Sarah is also licensed to sell insurance products. Sarah has experience working with a variety of clients, including individuals, corporations, and institutions. Sarah's focus is on providing financial advice and investment management services to her clients. Sarah has a strong track record of helping her clients achieve their financial goals. Sarah is committed to providing her clients with the highest level of service and expertise.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
09/26/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
TX
04/25/2018 - 12/10/2018
PRIVATE CLIENT SERVICES, LLC (Dallas TX)
TX
07/06/2017 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (DALLAS TX)
BOTH
Issued 09/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sarah Harris is the right advisor for you? Invested Better is here to help.
