Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Lynn Mueller is an investment professional with over 30 years of experience in the financial services industry. Sarah is currently registered with LPL Financial LLC and holds licenses in both Illinois and Wisconsin. Sarah has previously worked with United Planners' Financial Services of America, Securities America, Inc., FSC Securities Corporation, First Securities Corporation, and First Investors Corporation.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
02/21/2018 - Present
LPL Financial LLC (ITASCA IL)
WI
03/31/2014 - 02/28/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (HARTFORD WI)
WI
03/13/2009 - 04/01/2014
SECURITIES AMERICA, INC. (HARTFORD WI)
WI
11/10/1999 - 03/17/2009
FSC SECURITIES CORPORATION (HARTFORD WI)
IL
01/01/1988 - 11/09/1999
FIRST SECURITIES CORPORATION (CHICAGO IL)
NJ
06/17/1987 - 12/11/1987
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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