Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Ann Dittner is a financial advisor with over 18 years of experience in the industry. Sarah is registered with D.a. Davidson & Co., a firm with over 630 licensed agents across the country. Sarah specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Sarah is also a licensed Registered Representative and Investment Advisor Representative and has held series 7, 9, 10, 66, and 99TO licenses. Sarah is a member of the Financial Industry Regulatory Authority (FINRA) and has been registered in 37 states.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MT
02/01/2006 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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