Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Jane Kuhn is a financial advisor with LPL Financial LLC. Sarah has been in the financial services industry since 2003. Sarah holds licenses in Michigan and South Carolina. Sarah currently works in the Fort Mill, South Carolina office of LPL Financial LLC. Prior to joining LPL Financial LLC, Sarah was employed by Concorde Investment Services, LLC in Ann Arbor, Michigan and Securities America, Inc. in Southfield, Michigan. Sarah has a broad range of experience serving clients in various industries including high-net-worth individuals, corporations and pension plans. Sarah is committed to providing comprehensive financial planning and investment management services to help her clients 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/21/2024 - Present
LPL Financial LLC (FORT MILL SC)
MI
10/25/2019 - 05/16/2024
CONCORDE INVESTMENT SERVICES, LLC (ANN ARBOR MI)
MI
12/27/2018 - 10/24/2019
SECURITIES AMERICA, INC. (SOUTHFIELD MI)
MI
04/04/2006 - 08/29/2006
NATCITY INVESTMENTS, INC. (NOVI MI)
MI
04/07/2005 - 03/10/2006
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
OH
03/12/2003 - 04/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NJ
01/21/2003 - 03/03/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
IL
02/19/2002 - 01/10/2003
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NJ
03/15/2001 - 02/12/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 09/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/21/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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