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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 Louise Cannon is a financial advisor with Mercer Global Advisors Inc., working in the Denver, CO office. Sarah has been in the financial services industry for over 6 years and has a Series 7, Series 63, Series 65, and SIE licenses. Sarah is a Certified Financial Planner, a designation that demonstrates her commitment to professional development and providing high-quality financial advice to clients. Sarah has experience working with a variety of clients, including individuals, families, corporations, and charitable organizations. Sarah's primary focus is helping clients achieve their financial goals through comprehensive financial planning, investment management, and retirement planning services.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
12/19/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
TX
11/15/2017 - 09/14/2018
TD AMERITRADE, INC. (Southlake TX)
IA
Issued 11/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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