Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Helena Kosmerl is a financial advisor with LPL Financial LLC, providing financial planning and investment management services to individuals, businesses, and institutions. Sarah is registered in 15 states and has been active in the industry since 2019. She specializes in helping clients with a variety of financial planning needs, including retirement planning, college savings, and estate planning. Sarah is committed to providing her clients with personalized, comprehensive advice to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
MD
10/19/2020 - Present
LPL Financial LLC (ANNAPOLIS MD)
BOTH
Issued 10/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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