Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah S. Moore is a financial advisor registered with Donaldson Capital Management LLC in Evansville, Indiana. Sarah has been working in the financial services industry since 2008. Sarah is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Sarah is also a Registered Representative with Donaldson Capital Management LLC. Prior to joining Donaldson Capital Management LLC, Sarah was employed by J.P. Morgan Securities LLC in Nashville, Tennessee. Sarah's areas of expertise include providing portfolio and investment consultation services as well as financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio and investment consultation 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.
A percentage of the total value of assets under management is charged.
A percentage of fees under management
1
2
IN
08/11/2018 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
TN
04/11/2013 - 04/10/2018
J.P. MORGAN SECURITIES LLC (NASHVILLE TN)
TN
04/06/2011 - 03/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
IN
10/01/2008 - 02/16/2011
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
09/01/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (INDIANAPOLIS IN)
BOTH
Issued 10/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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