Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Hines is a financial advisor with Cetera Investment Advisers LLC. Sarah has been in the financial industry for over 8 years and holds Series 6, 7, and 66 licenses. Sarah is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Sarah has experience working with clients of various backgrounds and has a proven track record of success. Sarah is dedicated to helping her clients achieve their financial goals.
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.
1
2
CA
06/19/2019 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
02/20/2015 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 01/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah Hines is the right advisor for you? Invested Better is here to help.
