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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Jan Zvekan is a financial advisor with Hightower Advisors, LLC, a firm with offices in Mission Woods, KS and Chicago, IL. Sarah holds Series 63, Series 7 and SIE licenses, is a Certified Financial Planner and has been active in the financial industry since 2011. Sarah has previously worked at American Portfolios Financial Services, Inc. and Morgan Stanley Smith Barney. She is registered to provide investment advice in Idaho, Kansas and Washington. Sarah's specializations include providing financial planning, portfolio management, and treasury management services for individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
KS
01/11/2024 - Present
Hightower Advisors, LLC (Mission Woods KS)
MI
10/31/2012 - 07/14/2017
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (BLOOMFIELD HILLS MI)
CA
10/05/2011 - 11/10/2011
MORGAN STANLEY SMITH BARNEY (LONG BEACH CA)
CA
04/26/2011 - 09/23/2011
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
MI
01/06/2010 - 04/20/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (BLOOMFIELD HILLS MI)
BC
Issued 05/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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