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 Hand is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Bothell, Washington. Sarah has been in the financial industry since November 2015. Sarah is a Series 66 and Series 7 licensed representative with the state of Texas and Washington. Sarah also holds the Securities Industry Essentials Examination certification. Sarah Ann Hand provides financial planning services, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals, businesses, and corporations. Sarah's previous experience was with Wells Fargo Clearing Services, LLC in Lynnwood, Washington.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
05/06/2021 - Present
Raymond James Financial Services Advisors, Inc. (Bothell WA)
WA
12/01/2015 - 05/11/2021
WELLS FARGO CLEARING SERVICES, LLC (LYNNWOOD WA)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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