Unclaimed
Sarah Elizabeth Brechbuehl is a financial advisor with Cetera Investment Advisers LLC. Sarah has been in the industry since 2002 and has experience with both broker-dealer and investment advisory firms. Sarah's certifications include Series 7, 26, 31, 63, and 65. Sarah is registered in Maryland, Pennsylvania, and Virginia.
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.
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
PA
08/19/2019 - Present
Cetera Investment Advisers LLC (GETTYSBURG PA)
PA
03/28/2017 - 08/13/2019
PRUCO SECURITIES, LLC. (YORK PA)
NJ
02/27/2015 - 02/27/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MEDFORD NJ)
DE
04/03/2014 - 02/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (NEWARK DE)
PA
10/31/2013 - 04/07/2014
PNC INVESTMENTS (GLEN MILLS PA)
PA
09/22/2009 - 03/08/2013
INVEST FINANCIAL CORPORATION (CARLISLE PA)
PA
01/03/2005 - 09/11/2009
CUSO FINANCIAL SERVICES, L.P. (CHAMBERSBURG PA)
NY
01/16/2004 - 01/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
08/15/2002 - 12/18/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 02/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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