Unclaimed
Sarah Janel Miller is a financial professional with over 15 years of experience in the industry. Sarah is currently a registered representative with RBC Capital Markets, LLC. Sarah has held a Series 6, Series 63, and Series 99TO licenses. Sarah is a licensed representative in the state of Minnesota. Sarah has a proven track record of success in providing financial advice to individuals and businesses. She specializes in a wide range of financial services, including investment management, retirement planning, and estate planning. Sarah is committed to providing her clients with personalized financial advice and solutions that meet their individual needs.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
MN
01/18/2023 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
MN
08/08/2007 - 02/28/2008
EQUITRUST MARKETING SERVICES, LLC (COON RAPIDS MN)
BC
Issued 06/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/19/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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