Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Tjelmeland Beckett is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, CO. Sarah has been in the financial services industry since 2007 and has experience with a variety of firms, including TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and T. Rowe Price Investment Services, Inc. Sarah holds Series 6, 7, 63, and 66 licenses and is a Certified Financial Planner. She is registered to provide investment advice in 22 states and the District of Columbia. Sarah specializes in retirement planning, investment management, and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/26/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
HI
06/18/2019 - 12/31/2023
TD AMERITRADE, INC. (Honolulu HI)
MO
11/21/2012 - 07/06/2017
CHARLES SCHWAB & CO., INC. (CLAYTON MO)
NJ
07/12/2006 - 08/02/2012
FIDELITY BROKERAGE SERVICES LLC (MARLTON NJ)
MD
08/01/2003 - 10/11/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 09/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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