Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elizabeth Baldwin is an investment advisor representative with Longboard Asset Management. Sarah is registered with the state of Arizona and Florida. Sarah has been in the industry since 2006. Sarah holds the Series 65 license. Sarah is a member of the board of directors of a non-profit focused on supporting shellfish as a sustainable way to clean our waters. Sarah also provides advisory services to other 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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AZ
03/08/2024 - Present
Longboard Asset Management (PHOENIX AZ)
IA
Issued 08/19/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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