Unclaimed
Sarah Gosselin is an investment advisor representative registered with AOG Wealth Management. Sarah is a registered Investment Advisor in Virginia and North Carolina. Sarah has been in the industry since 2014 and has experience working with individuals, families, and businesses. Sarah is committed to providing personalized financial advice that helps clients achieve their financial goals. Sarah provides financial planning and portfolio management services. Sarah is committed to providing her clients with the highest level of service and expertise.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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VA
09/04/2018 - Present
AOG Wealth Management (RESTON VA)
IA
Issued 09/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2016
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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