Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Margaret Dunworth is a registered representative with LPL Financial LLC. Sarah is currently registered with the state of Massachusetts. Sarah has been in the industry since June 2015. Sarah previously worked at Commonwealth Financial Network, TSW Wealth Management, and Triad Advisors. Sarah is a licensed representative with the state of Massachusetts. Sarah has passed the Series 66 exam. Sarah specializes in various investment areas and is committed to helping her 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.
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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MA
12/24/2024 - Present
LPL Financial LLC (NEWTON MA)
Active
Inactive
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