Unclaimed
Sarah Miner is a financial advisor registered with TLG Advisors, Inc. Sarah works with a variety of clients including individuals, businesses, pension and profit-sharing plans, and charitable organizations. Sarah is a licensed investment advisor representative and holds the Series 7TO, Series 24, and Series 66 licenses. Sarah has been in the financial services industry since 2021.
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.
Placement of institutional funds
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
CO
09/03/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
BOTH
Issued 07/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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