Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Katherine Howard is a financial advisor with Wells Fargo Clearing Services, LLC, a large financial firm headquartered in St. Louis, Missouri. She is registered as a Registered Representative in Tennessee and has a long history in the industry, having been a licensed advisor since 2001. Sarah has held previous positions with SunTrust Investment Services, Inc. and First Tennessee Brokerage, Inc. Sarah is a CERTIFIED FINANCIAL PLANNER™ professional, and her specializations include portfolio management, financial planning, and investment consulting. She has a strong track record of success in helping individuals and families 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
TN
11/01/2012 - Present
Wells Fargo Clearing Services, LLC (MORRISTOWN TN)
TN
09/27/2007 - 11/07/2012
SUNTRUST INVESTMENT SERVICES, INC. (MORRISTOWN TN)
TN
02/27/2001 - 09/24/2007
FIRST TENNESSEE BROKERAGE, INC. (MORRISTOWN TN)
BC
Issued 03/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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