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 Michael is a financial professional with over 10 years of experience in the financial services industry. Sarah is currently registered with LPL Financial LLC. She is also a registered representative with FINRA. Sarah has a Series 7 license and a Securities Industry Essentials Examination. Sarah's current office is located in Cumberland, MD. Prior to joining LPL Financial LLC, Sarah worked for CBIZ FINANCIAL SOLUTIONS, INC. in Cumberland, MD. Sarah has a broad range of experience providing financial advice and services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
MD
06/30/2014 - Present
LPL Financial LLC (CUMBERLAND MD)
MD
06/22/2010 - 06/12/2014
CBIZ FINANCIAL SOLUTIONS, INC. (CUMBERLAND MD)
MD
10/27/2009 - 05/27/2010
CBIZ FINANCIAL SOLUTIONS, INC. (CUMBERLAND MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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