Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Carlson is a financial advisor with over 30 years of experience in the industry. She holds Series 6, 7, 24, 63 and 65 licenses and has been registered with LPL Financial LLC since March 2008. Sarah is a Chartered Financial Consultant and has a deep understanding of financial planning, portfolio management, and investment products. In addition to her work with LPL, Sarah also has experience with MML Investors Services, Inc. and has other business ventures. Sarah is committed to helping her clients achieve their financial goals and is passionate about helping others achieve financial success.
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.
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2
WA
03/13/2008 - Present
LPL Financial LLC (SPOKANE WA)
WA
01/27/1989 - 03/20/2008
MML INVESTORS SERVICES, INC. (SPOKANE WA)
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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