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 Thoreen is a financial advisor with Cetera Investment Advisers LLC, based in Saint Cloud, Minnesota. Sarah has been a registered representative in the securities industry since August 12, 1998, and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Sarah holds the Series 6, 7, 24 and 63 licenses and the SIE designation. Sarah has specialized in providing financial planning, portfolio management, and investment advisory services for over 25 years. She is also a Certified Trick Dog Instructor.
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.
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.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
04/09/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
MN
04/09/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ST CLOUD MN)
MN
04/09/2015 - 11/01/2017
GIRARD SECURITIES, INC. (ST CLOUD MN)
MN
04/09/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (St. Cloud MN)
MN
04/09/2015 - 11/29/2016
INVESTORS CAPITAL CORP. (ST. CLOUD MN)
MN
04/09/2015 - 11/29/2016
VSR FINANCIAL SERVICES, INC. (St. Cloud MN)
MN
04/09/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (ST. CLOUD MN)
MN
06/29/2004 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
06/29/2004 - 11/18/2009
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
MN
08/10/1998 - 06/25/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/10/1998 - 06/25/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 2/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 8/7/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah Thoreen is the right advisor for you? Invested Better is here to help.
