Unclaimed
Sarah Deskovich is a financial advisor with LPL Financial LLC. Sarah has been in the financial services industry since 2013. Sarah has a Series 66, Series 7, and SIE license. Sarah has previous experience working at J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, Wintrust Investments LLC, Great Lakes Advisors, and LaSalle St Securities, L.L.C. Sarah offers a range of advisory services, including financial planning, educational seminars, consulting, and other non-discretionary advisory services, as well as portfolio management for individuals and 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
12/16/2019 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
03/06/2019 - 11/11/2019
WINTRUST INVESTMENTS LLC (CHICAGO IL)
IL
01/02/2019 - 03/01/2019
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IL
08/01/2018 - 10/18/2018
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
05/07/2013 - 07/27/2018
J.P. MORGAN SECURITIES LLC (HINSDALE IL)
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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