Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Jane Clark is a financial advisor at Raymond James & Associates, Inc. Sarah has over 23 years of experience in the financial services industry. Sarah is registered with FINRA and holds the Series 4, 7, 9, 10, 63 and SIE licenses. Sarah is also registered to sell securities in California, Florida, New York, Pennsylvania and Rhode Island. Sarah previously worked at American Express Financial Advisors Inc. and IDS Life Insurance Company in Minneapolis, Minnesota.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/22/2000 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
MN
08/26/1999 - 10/13/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/26/1999 - 10/13/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 04/23/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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