Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Chobot Falgiatano is an investment advisor representative at Captrust. Sarah has been in the financial industry since 2008 and has experience working with clients in Illinois and North Carolina. Sarah specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Sarah holds a Series 65 license and is registered to provide investment advice in Colorado.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
01/30/2024 - Present
Captrust (Greenwood Village CO)
IA
Issued 01/30/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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