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Sara Anne Portwood

Nationwide Investment Services Corp.

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About Sara Anne Portwood

Sara Anne Portwood is a financial professional registered with Nationwide Investment Services Corp.. Sara Anne is a registered representative with Series 6TO and SIE certifications. Sara Anne has been in the financial services industry since November 5, 2019.

Firm Information

Sara Portwood is currently registered with Nationwide Investment Services Corp.. Nationwide Investment Services Corp. is a corporation formed in 1974 and is approved to operate in all 50 states, the District of Columbia, and Puerto Rico. The firm is registered with the SEC and has a history of 4 disclosures related to regulatory events and 1 related to arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

1,204

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sara Portwood’s Registration & Firm History

OH

11/06/2019 - Present

Nationwide Investment Services Corp. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 11/06/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Anne Portwood.
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