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 Walkinshaw is a financial advisor with Charles Schwab & CO., Inc. Sarah has been a registered representative for over 17 years and holds the Series 7, Series 63, Series 65, and Series 66 licenses. Sarah is a Certified Financial Planner and is registered in 54 states and the District of Columbia. Previously, Sarah was a financial advisor with ROYAL ALLIANCE ASSOCIATES, INC. and SIGNATOR INVESTORS, INC. Sarah is a wrap fee program sponsor and financial planning advisor.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
03/13/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/18/2020 - 04/18/2023
ROYAL ALLIANCE ASSOCIATES, INC. (DALLAS TX)
TX
11/02/2018 - 02/14/2020
ROYAL ALLIANCE ASSOCIATES, INC. (DALLAS TX)
TX
02/28/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (KELLER TX)
TX
05/02/2007 - 04/28/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
08/24/2006 - 04/16/2007
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 04/16/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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