Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Jean Walter is a financial advisor with John Hancock Investment Management LLC. Sarah has been in the financial services industry since 2013. Sarah is registered as a Registered Representative and Investment Advisor Representative in Arizona, Massachusetts and Oregon. Sarah holds Series 7, Series 66 and SIE licenses and has been a Registered Representative with Raymond James Financial Services, Inc., and John Hancock Funds, Inc. She is a Registered Investment Advisor Representative with HLH Partners, LLP, and John Hancock Advisers, LLC. Sarah is able to provide portfolio management services to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
MA
05/31/2022 - Present
John Hancock Investment Management LLC (BOSTON MA)
MT
09/23/2013 - 09/04/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOZEMAN MT)
BOTH
Issued 12/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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