Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Faulkner is a financial advisor with LPL Financial LLC. Sarah has been in the industry since 2020. Sarah has a Series 7, Series 63, and Series 66 license and is registered in Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Michigan, Montana, Texas, Utah, Virginia, and Wisconsin. Sarah also holds the SIE designation. Sarah provides financial planning, pension consulting, educational seminars, and portfolio management services. Sarah is a member of the Consumers Cooperative Credit Union, CUNA Brokerage Services, Inc., Averus, and LPL FINANCIAL LLC. Sarah provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
1
2
IL
05/18/2022 - Present
LPL Financial LLC (MUNDELEIN IL)
IL
08/25/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Gurnee IL)
BOTH
Issued 11/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sarah Faulkner is the right advisor for you? Invested Better is here to help.
