Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Clapp is a financial advisor with Charter Oak Capital Management. Sarah has been in the financial industry since 2011 and is registered as a Registered Representative in Maine and New Hampshire. Sarah holds the Series 66, SIE, and Series 7 securities licenses. Sarah is a Certified Financial Planner. Sarah has experience working with both high-net-worth individuals and individuals other than high-net-worth, as well as charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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NH
11/11/2015 - Present
Charter OAK Capital Management (PORTSMOUTH NH)
NH
03/14/2011 - 11/13/2014
MORGAN STANLEY (PORTSMOUTH NH)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2014
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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