Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Lacoste-brown is a financial advisor with U.S. Bancorp Investments, Inc. Sarah holds the Series 63, Series 7TO and SIE licenses. She has been registered with the state of Oregon since April 2022 and Washington since November 2023. Sarah specializes in investment management for both individuals and 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.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
09/13/2021 - Present
U.s. Bancorp Investments, Inc. (Seaside OR)
BC
Issued 04/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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