Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Schwieterman is a financial advisor who has been working in the industry since 2015. Sarah is currently registered with Avantax Advisory Services and has a Series 63, 65, and SIE licenses. Sarah is a Certified Financial Planner (CFP) and is located in Dallas, Texas. Sarah has experience providing financial planning, investment planning, retirement planning, and estate planning services. Sarah also has experience with tax preparation, bookkeeping, and payroll services. Sarah is passionate about 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
06/04/2024 - Present
Avantax Advisory Services (Dayton OH)
BC
Issued 07/25/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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