Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Reames is a financial advisor with over 20 years of experience in the financial services industry. She is a Registered Representative and Investment Advisor Representative for Cambridge Investment Research Advisors, Inc. Sarah has a strong background in accounting and tax preparation, which she uses to help her clients develop comprehensive financial plans. She is also a Personal Financial Specialist (PFS) which is a designation awarded by the American Institute of Certified Public Accountants (AICPA). 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
12/08/2020 - Present
Cambridge Investment Research Advisors, Inc. (Matthews NC)
NC
10/03/2001 - 12/14/2020
AVANTAX INVESTMENT SERVICES, INC. (Matthews NC)
BC
Issued 10/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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