Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Louise Krapec is a financial advisor associated with Principal Securities, Inc. She has been in the industry for at least 8 years. Sarah is a registered Investment Advisor Representative in Illinois and holds the Series 6, Series 63, Series 65 and Series 6TO licenses. She has experience working with individuals, corporations, trusts, and retirement plans. Previously, Sarah was associated with KESTRA INVESTMENT SERVICES, LLC and ADP BROKER-DEALER, INC.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
07/12/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
IL
07/30/2016 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Shorewood IL)
NJ
02/27/2006 - 05/02/2006
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IA
Issued 10/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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