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Sarah E Kula

Cetera Financial Specialists LLC

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About Sarah E Kula

Sarah Kula is a financial advisor with Cetera Financial Specialists LLC. She has been in the industry for over six years. Sarah is registered in Illinois and holds Series 6, SIE and Series 63 licenses.

Firm Information

Sarah Kula is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sarah Kula’s Registration & Firm History

IL

03/23/2016 - Present

Cetera Financial Specialists LLC (SPRINGFIELD IL)

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Licenses & Designations

BC

Issued 07/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah E Kula.
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