Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah J. Coates is a financial advisor with Calamos Wealth Management LLC. She is a registered Investment Advisor in both Connecticut and Illinois. Sarah has been in the financial industry since 2012. Her experience includes working with individuals and families, charitable organizations, and small businesses. She specializes in asset allocation services, financial planning, and portfolio management. Sarah is committed to providing her clients with personalized service and helping 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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IL
07/08/2024 - Present
Calamos Wealth Management LLC (Chicago IL)
IA
Issued 06/07/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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