Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah jane? Claim Your ProfileSarah Jane Cotejo Hoffmann is an investment advisor representative at Calamos Wealth Management LLC in Naperville, Illinois. Sarah Jane has been in the industry since 2012. Sarah Jane has a Series 6, 7, 63, and 66 license and the SIE. Sarah Jane was previously registered with CITI PRIVATE ALTERNATIVES, LLC, CITIGROUP GLOBAL MARKETS INC., and J.P. MORGAN SECURITIES LLC.
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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2
IL
12/20/2023 - Present
Calamos Wealth Management LLC (Chicago IL)
IL
04/25/2018 - 12/11/2023
CITI PRIVATE ALTERNATIVES, LLC (Chicago IL)
IL
04/25/2018 - 12/11/2023
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
12/16/2014 - 04/18/2018
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
10/01/2012 - 10/08/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
CA
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FREMONT CA)
BOTH
Issued 06/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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