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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 Kinney martin is an Investment Advisor Representative associated with AE Wealth Management, LLC. Sarah holds a Series 65 license. Sarah is based in Birmingham, Alabama and has been in the industry since 2012. Sarah has experience in various areas of financial services, including loan services and wealth management. Sarah is registered with the state of Alabama.
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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AL
08/08/2023 - Present
AE Wealth Management, LLC (Birmingham AL)
IA
Issued 06/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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