Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Christine Keister is a financial advisor with Edward Jones, a well-known brokerage firm. Sarah has been a registered representative since 2011 and has a wide range of experience in the financial industry. She has a Series 7, Series 66 and SIE licenses, and is registered in 23 states and active in both IA and BC categories. Sarah is based in Olympia, WA and has a strong track record of helping her clients achieve their financial goals. Her expertise includes portfolio management, financial planning and selection of other advisers. She is dedicated to building long-term relationships with her clients and providing them with personalized financial guidance. Sarah has a passion for helping individuals and families reach their financial goals and is committed to providing them with the highest level of service.
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.
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.
See schedule d - miscellaneous
1
2
WA
03/28/2011 - Present
Edward Jones (OLYMPIA WA)
BOTH
Issued 03/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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