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 Lambert is a financial advisor with over 17 years of experience in the industry. Sarah is currently registered with LPL Financial LLC and holds a Series 63, Series 7 and SIE licenses. Sarah has previously worked with Genaeos Wealth Management, Inc. and Scottrade, Inc. She is a registered representative in Minnesota. Sarah focuses on providing financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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MN
11/01/2021 - Present
LPL Financial LLC (LAKEVILLE MN)
MN
01/07/2016 - 11/03/2021
GENEOS WEALTH MANAGEMENT, INC. (LAKEVILLE MN)
MN
01/28/2004 - 12/03/2015
SCOTTRADE, INC. (APPLE VALLEY MN)
BC
Issued 02/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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