Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah McNutt is an Investment Advisor Representative at Austin Private Wealth, LLC. Sarah has been in the industry since 2014 and holds a Series 66, Series 7, and SIE license. Sarah specializes in financial planning and portfolio management for individuals and pensions. Sarah also has experience providing selection of other advisors services. Sarah's firm manages over $1 billion in assets for clients.
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.
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.
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TX
07/18/2019 - Present
Austin Private Wealth, LLC (AUSTIN TX)
TX
07/18/2017 - 07/18/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Austin TX)
BOTH
Issued 09/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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