Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Fajardo is a financial advisor with over 30 years of experience in the industry. Sarah is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Sarah is also registered as an Investment Advisor Representative in Arizona, Montana, and Texas. Sarah is able to provide a wide range of financial services including investment consulting, financial planning, pension consulting, and portfolio management. Sarah is also a board member of the West University Historic Zoning Advisory Board in Tucson, Arizona. Sarah's extensive experience and commitment to client service make her a valuable asset to the financial advisory community.
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.
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.
Investment consulting services to institutional clients
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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2
AZ
09/30/2016 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
AZ
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TUCSON AZ)
MN
12/15/2000 - 08/19/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
01/07/1999 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
10/24/1995 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
UT
04/09/1994 - 10/25/1995
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
IA
02/26/1992 - 10/15/1993
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CO
01/02/1990 - 03/04/1992
CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)
NA
03/30/1988 - 01/18/1990
BOUCHER OEHMKE & QUINN
NA
08/21/1986 - 12/14/1987
ISFA CORPORATION
IA
Issued 10/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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