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 Wilson is a financial advisor associated with Charles Schwab & CO., Inc. Sarah has been in the securities industry since January 2022. She holds the Series 63, Series 7, Series 9 and Series 10 licenses. Sarah has a strong background in client services and is passionate about helping people achieve their financial goals.
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
1
2
MO
12/16/2024 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
01/28/2022 - 05/26/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 02/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Sarah Wilson is the right advisor for you? Invested Better is here to help.
