Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Mizell is an Investment Advisor Representative at Cove Wealth Management. Sarah is a licensed Investment Advisor Representative in Texas and New Mexico. Sarah has been in the industry since October 2014. Sarah has specialized in financial planning, portfolio management for individuals, and educational seminars. Sarah has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Sarah has a strong track record of success in the industry.
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.
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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TX
10/01/2014 - Present
Cove Wealth Management (HOUSTON TX)
IA
Issued 09/24/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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