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 Stammen is an investment advisor representative at United Planners' Financial Services of America a Limited Partner. Sarah has been working in the financial industry since 2015. Sarah is registered with the state of Ohio and is a member of FINRA. Sarah is also a shareholder and treasurer of McCrate, Delaet, & Co., CPA, and is a member of McCrate Wealth Management LLC. Sarah is a financial planner and can provide other investment advisory services to individuals and businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
09/06/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
OH
10/25/2019 - 09/12/2022
AVANTAX INVESTMENT SERVICES, INC. (SIDNEY OH)
OH
07/09/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SIDNEY OH)
BOTH
Issued 08/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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