Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Flanders Soria is a financial advisor with Prosperity Capital Advisors. Sarah has been in the financial industry for over eight years and holds the Series 6, Series 63, and SIE licenses. Sarah is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans. Sarah has a strong commitment to client education and helping individuals reach their financial goals. Sarah also works with the Grass Valley, CA chapter of the American Financial Education Alliance (AFEA) to help eliminate financial illiteracy. Sarah also holds a board member position for the Gold Country Stampede La Crosse club.
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.
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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CA
01/31/2024 - Present
Prosperity Capital Advisors (Grass Valley CA)
CA
12/08/2015 - 07/05/2023
HORACE MANN INVESTORS, INC. (Grass Valley CA)
BC
Issued 01/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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