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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 Gunderson is a financial advisor with Fidelity Personal And Workplace Advisors. Sarah has been in the financial industry since 2014 and has experience with both individual and institutional clients. Sarah is a registered representative and investment advisor representative in Colorado, North Dakota, and Texas. Sarah is also licensed in several other states. Sarah holds the Series 6, 7, and 66 licenses as well as the SIE. Fidelity Personal And Workplace Advisors is a large firm that provides financial planning, portfolio management, and other advisory services to individual and institutional clients.
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.
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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2
CO
05/16/2022 - Present
Fidelity Personal AND Workplace Advisors (LONE TREE CO)
CO
10/17/2019 - 03/31/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IL
06/15/2018 - 09/27/2019
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
CO
03/10/2014 - 06/08/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 09/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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