Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Neeley is an investment advisor representative at Waterloo Capital. Sarah is registered with the state of Arkansas and has been in the industry since 2020. Sarah specializes in providing financial planning, pension consulting, and portfolio management services to individuals and pension plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
01/27/2024 - Present
Waterloo Capital (AUSTIN TX)
IA
Issued 01/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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