Unclaimed
Sarah Lynn Schechinger is a financial professional with over 20 years of experience in the industry. Sarah has been associated with U.S. Bancorp Investments, Inc. since 2007. Sarah has a strong understanding of the financial markets and is dedicated to providing clients with personalized investment advice and strategies. She is also registered with Iowa and holds the Series 6, 7, 24, 53, and 66 licenses. Sarah's previous experience includes working with ING Financial Partners, Inc. and BancWest Investment Services, Inc. Sarah is a dedicated and knowledgeable advisor who is committed to helping clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IA
03/28/2008 - Present
U.s. Bancorp Investments, Inc. (Urbandale IA)
CT
04/13/2007 - 11/05/2007
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NE
08/12/2006 - 11/02/2006
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
IA
06/22/2001 - 08/12/2006
INVEST FINANCIAL CORPORATION (JOHNSTON IA)
BOTH
Issued 03/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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