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Sara Atkinson

Pruco Securities, LLC

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About Sara Atkinson

Sara Atkinson is a financial professional with over 20 years of experience in the industry. Sara is currently registered with Pruco Securities, LLC and is a Series 6, Series 26 and SIE licensed advisor. Sara has previously worked for Thrivent Investment Management Inc and Pruco Securities, LLC in the Minneapolis, MN area. Sara specializes in providing financial advice and investment solutions to a diverse clientele. Sara is dedicated to helping clients achieve their financial goals through personalized planning and investment strategies.

Firm Information

Sara Atkinson is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

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.

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selection of other advisors

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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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other

Compensation from lpl enterprise, llc

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Sara Atkinson’s Registration & Firm History

PA

06/21/2024 - Present

Pruco Securities, LLC (Fort Washington PA)

MN

08/12/2021 - 05/23/2024

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

05/26/2000 - 08/11/2021

PRUCO SECURITIES, LLC. (Plymouth MN)

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Licenses & Designations

BC

Issued 05/25/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Atkinson.
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