Sarah Emery is a CFP, ChFC-designated registered investment advisor, based in Pinckney, MI, with 26 years of industry experience.
Location
Pinckney, MI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Sarah owns Emery Financial, a financial services business, since 2019. She dedicates full-time hours to providing financial services to clients.
Employment History
Current Registrations
Cetera Advisors LLCBroker
December 2024 - Present · 1 yr 9 mos
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 9 mos
Previous Registrations
LPL Financial LLCBroker
December 2019 - December 2024 · 5 yrs
LPL Financial LLC
December 2019 - December 2024 · 5 yrs
Cetera Investment Advisers LLC
January 2014 - December 2019 · 5 yrs 11 mos
Cetera Investment Services LLC
April 2013 - January 2014 · 9 mos
Cetera Investment Services LLCBroker
April 2013 - December 2019 · 6 yrs 8 mos
Hantz Financial Services, INC.
February 2011 - April 2013 · 2 yrs 2 mos
Hantz Financial Services, INC.Broker
January 2000 - April 2013 · 13 yrs 3 mos
State Registrations8 states
FLGAILKSMINYSCTN
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.