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 Dingle is a financial advisor with Equity Services, Inc. located in Montpelier, VT. Sarah has been in the financial services industry since 2003 and has a strong background in investment planning and portfolio management. Sarah holds the Series 6, Series 63, and SIE licenses. She is dedicated to providing comprehensive financial advice to individuals, families, and small businesses, helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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VT
04/21/2023 - Present
Equity Services, Inc. (MONTPELIER VT)
OH
09/02/2004 - 08/25/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MA
04/15/2004 - 08/25/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IN
01/13/2003 - 03/24/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/13/2003 - 03/24/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 09/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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