Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Novak is a registered representative with LPL Financial LLC in Burton, Michigan. Sarah has been working in the financial industry since 2000. Prior to joining LPL Financial LLC, Sarah was employed by THE HUNTINGTON INVESTMENT COMPANY in Fenton, Michigan. Sarah is registered in Michigan. Sarah holds the Series 7, Series 63, Series 66, and SIE exams. Sarah is a financial professional with a strong commitment 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.
Consulting and other non-discretionary advisory services
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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MI
01/05/2023 - Present
LPL Financial LLC (BURTON MI)
MI
02/01/2017 - 05/17/2022
THE HUNTINGTON INVESTMENT COMPANY (FENTON MI)
MI
11/17/2010 - 02/01/2017
LPL FINANCIAL LLC (FLINT MI)
MI
07/06/2005 - 11/04/2010
CHASE INVESTMENT SERVICES CORP. (FLINT MI)
IL
02/16/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
06/08/2004 - 01/10/2005
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
NJ
10/19/2001 - 03/25/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
FL
03/15/2000 - 11/02/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 02/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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