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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Jo Stanley is an investment advisor representative with LPL Financial LLC in Presho, SD. Sarah Jo Stanley has been in the securities industry since August 7, 2006. Prior to joining LPL Financial LLC, Sarah Jo Stanley was a registered representative with Raymond James Financial Services, Inc. Sarah Jo Stanley is also registered as an investment advisor representative in South Dakota. Sarah Jo Stanley specializes in the following areas: other, financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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
SD
04/09/2024 - Present
LPL Financial LLC (PRESHO SD)
CO
01/27/2020 - 04/23/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINDSOR CO)
OR
03/02/2005 - 01/10/2020
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
TX
02/16/2004 - 08/13/2004
SWS FINANCIAL SERVICES (DALLAS TX)
NY
04/26/2001 - 02/26/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
OR
02/12/2001 - 04/16/2001
BIDWELL & COMPANY (PORTLAND OR)
BOTH
Issued 04/08/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 11/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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