Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Marie Ayler is an investment advisor representative at Creative Planning, based in Overland Park, Kansas. Sarah has been with Creative Planning since November 2013 and is registered with the state of Kansas. Sarah specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Sarah has a variety of experience in the financial services industry, having previously worked at Fidelity Brokerage Services LLC and Intrust Brokerage Inc. Sarah holds a Series 66, Series 63, Series 10, Series 9, and Series 7 license. Sarah is also a Certified Financial Planner.
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.
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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2
KS
02/12/2014 - Present
Creative Planning (OVERLAND PARK KS)
KS
08/08/2005 - 03/27/2013
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
KS
07/30/2003 - 07/18/2005
INTRUST BROKERAGE INC. (WICHITA KS)
BOTH
Issued 05/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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