Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elder is a financial advisor in Charlotte, North Carolina with over 20 years of experience in the industry. Sarah currently works at Purshe Kaplan Sterling Investments and is registered with FINRA and the state of North Carolina. Sarah has held prior positions with LPL Financial LLC, Raymond James & Associates, Inc., and Cetera Advisor Networks LLC. Sarah has passed the Series 7, Series 63, and SIE exams.
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.
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.
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2
NC
08/16/2024 - Present
Purshe Kaplan Sterling Investments (Charlotte NC)
NC
02/28/2022 - 08/16/2024
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
08/20/2018 - 02/10/2022
RAYMOND JAMES & ASSOCIATES, INC. (CHARLOTTE NC)
NC
06/28/2001 - 07/12/2018
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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