Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Hindmarsh is an investment advisor representative at Diversify Wealth Management, LLC. Sarah has been in the financial services industry for over 2 years. Sarah is registered with FINRA and the state of Utah. Sarah holds the Series 7, Series 63 and Series 65 licenses. Sarah specializes in providing financial planning and portfolio management for individuals and charitable organizations. Sarah has worked at FirstPurpose Wealth, Cbiz, Rockhouse Financial and Utah Valley University.
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.
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
UT
03/05/2024 - Present
Diversify Wealth Management, LLC (SANDY UT)
BC
Issued 06/03/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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