Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Anne Bartnikowski has been in the financial services industry since June 2001. She is currently registered with Ameriprise Financial Services, LLC and has previously worked with WELLS FARGO CLEARING SERVICES, LLC, J.J.B. HILLIARD, W.L. LYONS, LLC and CITIGROUP GLOBAL MARKETS INC.. Sarah holds FINRA Series 3, 7, 9, 31 and 66 licenses. She also holds a Series 65 license. Sarah specializes in providing asset allocation services, financial planning, pension consulting, educational seminars and portfolio management.
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.
Asset allocation services
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
MI
10/06/2023 - Present
Ameriprise Financial Services, LLC (Saginaw MI)
MI
02/13/2014 - 10/17/2023
WELLS FARGO CLEARING SERVICES, LLC (SAGINAW MI)
MI
01/13/2006 - 02/14/2014
J.J.B. HILLIARD, W.L. LYONS, LLC (SAGINAW MI)
MI
06/22/2001 - 02/01/2006
CITIGROUP GLOBAL MARKETS INC. (SAGINAW MI)
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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