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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elizabeth Whittaker is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Battle Ground, WA. Sarah has been in the industry since August 2014. Sarah holds a Series 65, Series 63, and Series 7 licenses. She is registered to provide investment advice in Arizona, California, Nevada, Oregon, Utah and Washington. In addition to her current role with Cambridge, Sarah has previously been employed by AXA Advisors, LLC.
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.
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.
Solicitation fees from 3rd party money managers
1
2
WA
10/11/2018 - Present
Cambridge Investment Research Advisors, Inc. (Battle Ground WA)
OR
08/04/2014 - 10/23/2018
AXA ADVISORS, LLC (OREGON CITY OR)
IA
Issued 01/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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