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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Sau King MacK is a financial advisor with Ameriprise Financial Services, LLC. Sarah has been a financial advisor for over 15 years and has experience working with a variety of clients including individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. Sarah holds a Series 6, 7, 63 and 65 license and is registered to provide investment advice in Alaska and Virginia. Sarah is also a Chartered Financial Consultant. Prior to joining Ameriprise Financial, Sarah worked at Wells Fargo Clearing Services, LLC and Merrill Lynch. Sarah is committed to providing her clients with personalized financial advice and strategies to help them 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.
Asset allocation 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
05/01/2024 - Present
Ameriprise Financial Services, LLC (GLEN ALLEN VA)
VA
07/02/2013 - 11/29/2023
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
07/10/2006 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSBURG VA)
VA
02/21/2006 - 06/08/2006
CITIGROUP GLOBAL MARKETS INC. (WILLIAMSBURG VA)
MD
06/02/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 07/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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