Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Calure is a financial advisor with Wells Fargo Clearing Services, LLC. Sarah has been working in the financial services industry since June 2007. Sarah is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Texas. Sarah has a Series 7 and Series 66 license, as well as the Securities Industry Essentials (SIE) examination. Sarah is also a Certified Financial Planner. Sarah's previous experience includes working with Wells Fargo Investments, LLC in Round Rock, Texas. Sarah currently works from the Georgetown, Texas office of Wells Fargo Clearing Services, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
TX
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (GEORGETOWN TX)
TX
06/13/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROUND ROCK TX)
BOTH
Issued 07/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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