Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Gries is a financial advisor with over 40 years of experience in the industry. Sarah is currently registered as an Investment Advisor Representative with Gries Financial Partners. Prior to this, Sarah has worked with several other firms, including Financial America Securities, Inc., Joseph, Miller & Russell, Inc., and Joseph Mellen & Miller Inc. Sarah is also a Series 65 and Series 2 licensed representative, and holds several other credentials. Sarah works with individuals, corporations, businesses, charitable organizations, and trusts in providing financial advice.
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.
Personal trustee services, bill pay, and tax prep assistance
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Personal trustee services, bill pay, and tax prep assistance
1
2
OH
09/12/1999 - Present
Gries Financial Partners (CLEVELAND OH)
NA
08/21/1978 - 12/19/1989
FINANCIAL AMERICA SECURITIES, INC.
NA
10/22/1975 - 03/02/1978
JOSEPH, MILLER & RUSSELL, INC.
NA
04/22/1969 - 10/22/1976
JOSEPH MELLEN & MILLER INC
IA
Issued 10/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1993
Series 2 - Non-Member General Securities Examination
BC
Issued 09/03/1968
Series 1 - Registered Representative Examination
Active
Inactive
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