Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Walter is a financial advisor who has been in the industry since 2003. Sarah is registered with Northwestern Mutual Investment Services, LLC and is licensed in Minnesota. Sarah holds the Series 6, 7TO, 26, and 63 licenses. Sarah’s primary office location is in Lake Elmo, Minnesota.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MN
09/03/2003 - Present
Northwestern Mutual Investment Services, LLC (LAKE ELMO MN)
BC
Issued 11/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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