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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 Holtzinger is an Investment Advisor Representative at Brown Advisory. Sarah is licensed to provide investment advice in Virginia. Sarah is currently registered in Virginia and has been in the industry since November 2013. Sarah has passed the Series 65 exam. Sarah specializes in providing investment advice to high-net-worth individuals, corporations, pooled investment vehicles, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
05/28/2019 - Present
Brown Advisory (NORFOLK VA)
IA
Issued 12/29/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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