Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Michelle Vancoops-bush is a registered representative with Wells Fargo Clearing Services, LLC. Sarah Michelle Vancoops-bush has been in the securities industry since 2012. Sarah Michelle Vancoops-bush has Series 6, 7, 63, and 65 licenses and the SIE designation. Sarah Michelle Vancoops-bush is currently registered in California, Virginia, and Washington. Sarah Michelle Vancoops-bush also holds licenses for the state of Washington. Sarah Michelle Vancoops-bush's office is located in Walnut Creek, California. Sarah Michelle Vancoops-bush is affiliated with Wells Fargo Clearing Services, LLC, which is a registered investment advisor. Wells Fargo Clearing Services, LLC manages approximately $558 billion in assets.
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.
Investment consulting services to institutional clients
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
CA
11/14/2012 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
IA
Issued 11/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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