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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 Canitia is a financial advisor with Ameriprise Financial Services, LLC. Sarah is based in Seven Hills, Ohio and has been in the industry since 2012. Sarah is licensed to sell securities in Alabama, California, Florida, Indiana, Nevada, New Jersey, North Carolina, Ohio, South Carolina, Virginia, and Washington. Sarah also has a Series 66 license. Sarah is a registered representative of Ameriprise Financial Services, LLC and an investment advisor representative of Ameriprise Financial Services, Inc.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
OH
09/11/2024 - Present
Ameriprise Financial Services, LLC (Seven Hills OH)
OH
06/10/2013 - 06/16/2014
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
04/30/2012 - 06/11/2013
FIRSTMERIT FINANCIAL SERVICES, INC (MEDINA OH)
BOTH
Issued 02/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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