Unclaimed
Sarah Christine Schmitz is a registered representative with U.S. Bancorp Investments, Inc. and has been in the industry since May 2022. Sarah is licensed to offer securities in Ohio. Sarah has passed the Series 63, Series 6TO, and SIE exams. Sarah works out of the Sidney, OH office.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
05/06/2022 - Present
U.s. Bancorp Investments, Inc. (Sidney OH)
BC
Issued 08/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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