Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Stewart is a financial advisor with over 20 years of experience in the industry. Sarah is a Certified Financial Planner and is registered with Cetera Investment Advisers LLC. Sarah is registered to provide investment advice in Ohio and Texas. Sarah has held previous positions with VESTAX SECURITIES CORPORATION and FIDELITY BROKERAGE SERVICES LLC. Sarah offers a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Sarah is also a partner and advisor with Freeman Heyne Toma, LLC DBA FHT Advisors. Sarah is committed to providing her clients with the highest level of service and expertise.
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.
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2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (CINCINNATI OH)
OH
07/17/2003 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
RI
09/20/2001 - 05/15/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 07/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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