Unclaimed
Sarah Rachel Hentschel is a financial professional with over 20 years of experience in the financial industry. She is currently registered as a Registered Representative and Investment Advisor Representative with Columbia Management Investment Advisers, LLC. Prior to joining Columbia Management, Sarah held positions at several other financial institutions including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Hibernia Investments, L.L.C., BANC One Securities Corporation, MML Investors Services, Inc. and Columbia Management Distributors, Inc. Sarah holds FINRA Series 66 and Series 7 licenses. She specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Sarah is an expert in asset liability management, credit analysis, and asset allocation services.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
05/01/2010 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
10/21/2004 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
06/23/2004 - 08/09/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IL
04/14/2003 - 05/03/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
LA
05/24/2001 - 03/26/2003
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
NY
08/04/2000 - 05/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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