Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Chanelle Wells is a financial advisor with First Command Advisory Services. Sarah Wells has been in the industry since September 13, 2006. Sarah Wells is a registered representative in Texas. Sarah Wells offers financial planning and portfolio management services to individuals. Sarah Wells also provides services to charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
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.
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TX
04/28/2017 - Present
First Command Advisory Services (FORT WORTH TX)
TX
09/13/2006 - 04/03/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT WORTH TX)
IA
Issued 06/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/19/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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