Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Catherine Hofman is a financial advisor with over 6 years of experience in the financial industry. Sarah is currently registered with Veridian Capital Partners, a firm that provides financial planning and investment management services to individuals, families, and businesses. Sarah's previous experience was with Ameriprise Financial Services, LLC. Sarah has a strong understanding of investment strategies and is committed to helping clients achieve their financial goals.
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.
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
MD
06/03/2021 - Present
Veridian Capital Partners (FREDERICK MD)
MD
12/22/2016 - 06/01/2021
AMERIPRISE FINANCIAL SERVICES, LLC (FREDERICK MD)
BOTH
Issued 03/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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