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Sarah Frances Mayerle is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc.. Sarah is registered with the state of North Carolina, South Carolina and Texas. Sarah is also registered with the state of Iowa as an Advisory Representative of a RIA for Cambridge Investment Research, Inc.. Sarah has been in the industry since February 2023. Sarah also holds a Series 65 license.
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.
Solicitation fees from 3rd party money managers
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2
SC
11/17/2023 - Present
Cambridge Investment Research Advisors, Inc. (Ft Mill SC)
IA
Issued 03/24/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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