Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Estrella Villalobos is a financial advisor at Commonwealth Financial Network. Sarah has been in the financial industry for over 22 years. Sarah holds Series 7, 63, and 66 securities licenses. She is also a Certified Financial Planner. Sarah has experience working with a variety of clients including individuals, families, businesses, and charitable organizations. Sarah is committed to helping her clients achieve their financial goals. She provides a range of financial services including financial planning, investment management, and retirement planning. Prior to joining Commonwealth Financial Network, Sarah worked at CHARLES SCHWAB & CO., INC. Sarah is licensed in Arizona, Colorado, Georgia, Indiana, New York, Oklahoma, South Carolina, Texas, and Wyoming.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
11/25/2022 - Present
Commonwealth Financial Network (Castle Rock CO)
CO
08/10/2000 - 12/08/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 05/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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