Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sierra? Claim Your ProfileSierra Melody Muecke is a financial advisor with over 6 years of experience. Sierra is currently registered with LPL Financial LLC in Portland, Oregon. Previously, Sierra worked at Foresters Financial Services, Inc. in Beaverton, Oregon. Sierra is licensed to sell securities in 10 states and has passed the Series 6, 7, and 66 exams. Sierra specializes in providing financial advice to individuals, high-net-worth individuals, businesses, and charitable organizations. Sierra offers a range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
03/29/2019 - Present
LPL Financial LLC (PORTLAND OR)
OR
08/03/2016 - 03/29/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
BOTH
Issued 03/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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