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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Marie Dupree is an Investment Advisor Representative associated with AE Wealth Management, LLC. Sarah has been working in the financial services industry since July 2018. She holds a Series 65 license and is registered in Florida, North Carolina and South Carolina. Sarah specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Sarah is also associated with Freedom Travels, a travel agency, and provides life insurance recommendations to clients of J. Biance Financial.
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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NC
08/29/2023 - Present
AE Wealth Management, LLC (Hendersonville NC)
IA
Issued 08/26/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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