Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Fitzgerald is a Registered Investment Advisor Representative with Northfork Financial LLC, a firm that provides financial planning, portfolio management, and selection of other advisors. Sarah has been working in operations at Northfork since June 2021. In January 2022, Sarah became a Partner and Advisor. Sarah holds the Series 65 designation. Sarah has extensive experience in the financial services industry, including a previous role at MOF in Bozeman, Montana. Sarah is also a Certified Financial Planner. Sarah is committed to providing clients with the highest level of service and expertise.
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.
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.
A percentage of the total value of assets under management is charged.
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MT
11/23/2021 - Present
Northfork Financial LLC (BOZEMAN MT)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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