Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Melzer is an investment advisor representative with Hightower Advisors, LLC in Chicago, Illinois. Sarah holds the Series 6, 7TO, and 63 licenses and has been in the financial services industry since 2017. Sarah has previous experience with Raymond James & Associates, Inc. in Lexington, Kentucky, and Hightower Securities, LLC in Madison, New Jersey. Sarah specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NJ
07/27/2023 - Present
Hightower Advisors, LLC (Madison NJ)
KY
11/26/2019 - 11/24/2020
RAYMOND JAMES & ASSOCIATES, INC. (LEXINGTON KY)
NJ
10/16/2018 - 07/24/2019
HIGHTOWER SECURITIES, LLC (Madison NJ)
BC
Issued 09/21/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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