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Sarah Elizabeth Veverka is an investment advisor representative at Waldron Private Wealth. She is licensed to provide investment advice in Pennsylvania. Sarah has a Series 65 license and has been in the industry since 2023. Prior to working at Waldron Private Wealth, Sarah worked at Key Private Bank and Kent State University.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance planning
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
11/03/2023 - Present
Waldron Private Wealth (BRIDGEVILLE PA)
IA
Issued 11/03/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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