Unclaimed
Sarah Jane Arendell is a financial advisor with Edward Jones. Sarah has been in the financial services industry since February 7, 1989. She has worked at several firms during her career, including Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Sarah holds a Series 6, 7, 63 and 65 license and is registered with FINRA. She is also registered to provide investment advisory services in Illinois and Texas. Sarah is a Chartered Financial Consultant (ChFC) and has experience working with individuals, families, businesses and retirement plans. In addition to her financial advisor role, Sarah owns rental property in Columbia, Illinois and is a member of Young Living Essential Oils.
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.
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.
See schedule d - miscellaneous
1
2
IL
08/26/2014 - Present
Edward Jones (COLUMBIA IL)
MO
01/01/2008 - 03/24/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
07/27/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
04/15/1988 - 07/27/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 05/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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