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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 Lynn Tolar is a financial advisor with Edward Jones. Sarah Lynn Tolar has over 11 years of experience in the financial industry. Sarah Lynn Tolar is registered with the state of Texas and Alaska. Sarah Lynn Tolar provides portfolio management for individuals and businesses, as well as financial planning services. Sarah Lynn Tolar is also a registered principal and has a Series 10 and a Series 9 license. Sarah Lynn Tolar has worked with RBC Capital Markets, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Sarah Lynn Tolar is a member of FINRA.
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.
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.
See schedule d - miscellaneous
1
2
AK
07/27/2023 - Present
Edward Jones (ANCHORAGE AK)
MD
02/10/2022 - 03/23/2023
RBC CAPITAL MARKETS, LLC (FREDERICK MD)
WA
02/12/2016 - 09/15/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAINBRIDGE ISLAND WA)
MT
02/10/2010 - 01/23/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOZEMAN MT)
MT
10/15/2007 - 04/02/2009
UBS FINANCIAL SERVICES INC. (BOZEMAN MT)
MT
11/02/2004 - 02/08/2006
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BOTH
Issued 04/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/17/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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