Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Wertz is a registered representative with U.S. Bancorp Investments, Inc., an independent broker-dealer and investment advisor. Sarah is licensed to provide investment advice and sell securities in Washington. Sarah has been in the industry for 1 day as of August 13th, 2023. Sarah holds the Series 6TO, SIE, and Series 63 licenses.
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
WA
08/14/2023 - Present
U.s. Bancorp Investments, Inc. (Anacortes WA)
BC
Issued 10/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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