Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Eder is a financial advisor with over 20 years of experience in the industry. Sarah is registered with Raymond James & Associates, Inc. and holds Series 65, 66, 7, 9, 10, and SIE licenses. Sarah has worked with a variety of clients, including individuals, businesses, and institutions, providing them with financial advice and portfolio management services. Sarah is dedicated to helping clients achieve their financial goals, and takes pride in providing personalized service.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
09/24/2015 - Present
Raymond James & Associates, Inc. (Greenwood IN)
IN
01/24/2013 - 09/09/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IN
08/01/2012 - 01/08/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (INDIANAPOLIS IN)
IN
09/11/2008 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (INDIANAPOLIS IN)
IN
07/27/2007 - 03/19/2008
PRIMEVEST FINANCIAL SERVICES, INC. (ZIONSVILLE IN)
IN
08/23/2005 - 04/04/2007
PRIMEVEST FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
OH
08/31/2004 - 07/25/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MN
10/15/2003 - 07/08/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/15/2003 - 07/08/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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