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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Anne Jelinek is a financial advisor with over 15 years of experience in the financial services industry. Sarah Anne has a wide range of experience in the financial industry, including previous roles at AXA Advisors, LLC, Centaurus Financial, Inc. and Legend Equities Corporation. Sarah Anne Jelinek is currently registered with Fidelity Personal and Workplace Advisors. She is licensed in several states, including Michigan, Ohio, and Texas, and specializes in portfolio management for individuals and businesses. Sarah Anne Jelinek also provides financial planning services and educational seminars to her clients.
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.
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
MI
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WOODS MI)
MI
05/29/2013 - 11/26/2013
AXA ADVISORS, LLC (TROY MI)
MI
03/18/2009 - 07/12/2011
CENTAURUS FINANCIAL, INC. (AUBURN HILLS MI)
MI
12/01/2006 - 02/06/2009
LEGEND EQUITIES CORPORATION (BERKLEY MI)
IA
Issued 01/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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