Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Dunkel is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. Sarah is active in both the Broker-Dealer and Investment Advisor space and works in the Fargo, ND area. Sarah began their career in the financial services industry in 2022 with LPL Financial LLC. Sarah is also an active musician and has been working as a musician since 2014. Sarah holds the Series 66, Series 7TO and SIE 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ND
10/04/2024 - Present
Raymond James Financial Services Advisors, Inc. (Fargo ND)
BOTH
Issued 08/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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