Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Fiske Larochelle is a financial advisor with Pathstone. Sarah has been in the industry for over 10 years, beginning her career at J.P. Morgan Securities LLC. Sarah is licensed in Colorado and Wisconsin. She holds the Series 7, Series 63, and SIE licenses. Sarah has a long history of providing financial advice to a variety of clients, including high net worth individuals, corporations, and charitable organizations. Sarah is dedicated to helping her clients achieve their financial goals. Sarah also holds the Chartered Financial Analyst designation.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
04/21/2024 - Present
Pathstone (BOULDER CO)
CO
11/18/2019 - 12/02/2020
CRESTONE SECURITIES LLC (BOULDER CO)
NY
07/08/2016 - 04/03/2019
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
NY
08/20/2013 - 07/12/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 09/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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