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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Lipking-Monard is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Sarah is licensed in both Idaho and Oregon. Sarah has over 8 years of experience in the financial services industry. Sarah specializes in helping individuals, families, and businesses achieve their financial goals. Sarah also provides financial planning and investment management services. Sarah is committed to providing her clients with personalized service and a high level of expertise. Sarah is a volunteer at the Southern Oregon Humane Society, Craterian Theater at the Collier Center for Performing Arts, and the Village at Medford Center. Sarah is a graduate of Southern Oregon University.
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.
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ID
09/08/2020 - Present
Cetera Investment Advisers LLC (MERIDIAN ID)
BOTH
Issued 9/5/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 4/6/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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