Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Heegaard Rush is a financial advisor with over 28 years of experience in the industry. Sarah is a Certified Financial Planner® and holds Series 7, 63, and 65 licenses. Currently, Sarah is registered with Osaic Wealth, Inc. and is located in San Francisco, California. Sarah has previously worked for Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Lincoln Financial Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (SAN FRANCISCO CA)
CA
01/13/2012 - 01/29/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
02/10/2000 - 01/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
MA
01/28/1997 - 02/02/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
10/25/1996 - 12/23/1996
MONY SECURITIES CORP. (NEW YORK NY)
NY
10/06/1993 - 05/02/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
05/31/1991 - 10/16/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/31/1991 - 10/16/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah Rush is the right advisor for you? Invested Better is here to help.
