Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Patino is a registered representative and investment advisor representative associated with Dimensional Fund Advisors LP. Sarah has been in the financial services industry for over 2 years and has a Series 66, Series 7TO and SIE. Sarah works in the Austin, TX branch office of Dimensional Fund Advisors LP.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/01/2024 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 04/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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