Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Green-robinson is a financial advisor with Osaic Wealth, Inc. in FRANKFORT, KY. Sarah has been in the industry since June 2003 and has a strong background in financial planning and portfolio management. Sarah is licensed to provide investment advice in Kentucky. Sarah's expertise includes a variety of financial services, including portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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.
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KY
06/14/2024 - Present
Osaic Wealth, Inc. (FRANKFORT KY)
KY
12/12/2018 - 06/14/2024
SECURITIES AMERICA, INC. (FRANKFORT KY)
KY
02/27/2009 - 12/20/2018
FSC SECURITIES CORPORATION (FRANKFORT KY)
KY
06/09/2003 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (FRANKFORT KY)
BC
Issued 04/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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