Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Trezise Sweeley is a registered representative with CORE Advisory Group and is a registered investment advisor. Sarah has been in the financial services industry since June 2013. Sarah has passed the Series 66, Series 7TO and the SIE exam. Sarah is a financial advisor offering financial planning and portfolio management for individuals and businesses. The services of CORE Advisory Group are offered to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Sarah is based out of the Rock Hill, SC office.
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.
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
SC
06/08/2024 - Present
Core Advisory Group (ROCK HILL SC)
BOTH
Issued 05/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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