Unclaimed
Sarah Fletcher is an investment advisor representative registered in Michigan with Team Covert, LLC. Sarah has been in the industry since 2018 and holds the Series 65 and the SIE licenses. Sarah is a financial advisor, serving clients in the state of Michigan.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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MI
06/04/2024 - Present
Team Covert, LLC (AUBURN HILLS MI)
IA
Issued 03/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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