Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Rose Elder is a financial professional who has been in the industry since May 31, 2018. Sarah Rose Elder is registered with Credit Union Investment Services and is a Registered Representative and Investment Advisor Representative. Sarah Rose Elder holds the Series 6, Series 63 and Series 65 licenses. Sarah Rose Elder is also licensed to provide financial advice in North Carolina. Sarah Rose Elder has experience working in various roles in the financial services industry, including Financial Advisory Services Specialist at State Employees' Credit Union, Agent at SECU Life Insurance Company and Trust Representative at Members Trust Company. Sarah Rose Elder also owns and manages a rental property. Sarah Rose Elder specializes in financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NC
11/09/2018 - Present
Credit Union Investment Services (Winston Salem NC)
IA
Issued 11/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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