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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 Louise Schmidt is a financial advisor with Ameriprise Financial Services, LLC and is licensed to provide investment advice in 20 states. Sarah has been in the financial services industry since December 2006 and has a combined total of 20 years of experience in the industry. She has passed the Series 66, Series 7 and the SIE exam. Sarah primarily works with individuals, high-net-worth individuals, corporations or businesses, charitable organizations, pension and profit-sharing plans, insurance companies, and trusts/estates. Her services include financial planning, educational seminars, publication of periodicals, portfolio management for individuals and businesses, asset allocation services, and the selection of other advisors. Her services are offered through Ameriprise Financial Services, LLC.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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AZ
03/18/2009 - Present
Ameriprise Financial Services, LLC (SCOTTSDALE AZ)
AZ
04/17/2006 - 07/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)
BOTH
Issued 06/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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