Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sierra? Claim Your ProfileSierra Elizabeth Futch is a financial advisor with LPL Financial LLC. Sierra has been in the financial services industry since 2011. Sierra is registered with FINRA, the MSRB and the states of Arizona, California, Colorado, Idaho, Minnesota, Montana, Oregon, Washington, and Wisconsin. Sierra has passed the Series 66, Series 7, and SIE exams. Sierra provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services to individuals and families.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
07/21/2021 - Present
LPL Financial LLC (MISSOULA MT)
MT
05/06/2013 - 07/21/2021
WADDELL & REED (MISSOULA MT)
MT
06/14/2011 - 10/31/2011
WADDELL & REED, INC. (GREAT FALLS MT)
BOTH
Issued 12/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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