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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 Elizabeth Fontenot is an investment advisor representative associated with Arkos Global Advisors, LLC. Sarah Elizabeth Fontenot is registered with the state of Texas and holds the Series 65 license. Sarah Elizabeth Fontenot has been in the industry since October 2017. Previous to Arkos Global Advisors, LLC, Sarah Elizabeth Fontenot was employed at PricewaterhouseCoopers. Sarah Elizabeth Fontenot has experience working with high net worth individuals, charitable organizations, individuals other than high net worth, and corporations or other businesses. Sarah Elizabeth Fontenot focuses on financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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TX
01/06/2018 - Present
Arkos Global Advisors, LLC (HOUSTON TX)
IA
Issued 01/05/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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