Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah DuPuy-Rasmussen is a registered representative and investment advisor representative associated with Fifth Third Securities, Inc. Sarah has been in the securities industry since July 2011. Sarah works primarily with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Sarah holds the Series 7TO, Series 63, Series 6, and Series 65 licenses. Sarah has experience providing financial planning and portfolio management services to individuals and businesses. Sarah is also a sponsor of a wrap fee program.
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.
Sponsor wrap fee program
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.
1
2
OH
10/19/2021 - Present
Fifth Third Securities, Inc. (HAMILTON OH)
OH
05/28/2021 - 10/08/2021
U.S. BANCORP INVESTMENTS, INC. (WEST CHESTER OH)
OH
07/12/2011 - 05/28/2021
FIFTH THIRD SECURITIES, INC. (WEST CHESTER OH)
IA
Issued 4/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/1/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah Dupuy-rasmussen is the right advisor for you? Invested Better is here to help.
