Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Watson is a financial advisor with Ameriprise Financial Services, LLC. Sarah has been in the financial services industry since 2011. Sarah has a Series 63 and 65 license. Sarah's firm has over 140,000 clients and manages over $479 billion in assets. The firm offers a variety of services including financial planning, pension consulting, and portfolio management. Sarah has worked at both American Enterprise Investment Services INC and Ameriprise Financial Services, Inc. in the past.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MN
03/03/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
05/08/2014 - 01/06/2017
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
06/21/2011 - 05/08/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 03/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2017
Series 4 - Registered Options Principal Examination
BC
Issued 04/25/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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