Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Calkins is a financial advisor with U.S. Bancorp Investments, Inc., and has been in the industry since May 29, 2002. Sarah has a wide range of experience, holding licenses for Series 6, 7, 24, 55, 57TO, 79TO, 99TO, and SIE, and is registered in Minnesota and Wisconsin. Sarah focuses on financial planning and portfolio management services for individuals and businesses. Sarah is dedicated to helping clients achieve their financial goals and provides personalized advice.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
07/19/2002 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
01/14/2002 - 03/04/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 01/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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