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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 Stephenson is an investment advisor representative at Cetera Investment Advisers LLC and has been working in the financial industry for over 10 years. Sarah is licensed in California and Florida. She has a strong background in portfolio management for individuals and businesses. Sarah previously worked at Raymond James & Associates, Inc. and First Allied Securities, Inc. Her experience in the financial industry provides her with a broad range of expertise to serve her clients.
ST PETERSONBERG, FL
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.
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.
1
2
FL
05/04/2023 - Present
Cetera Investment Advisers LLC (ST PETERSONBERG FL)
CA
10/14/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
08/22/2017 - 10/04/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 4/3/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/23/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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