Sarah ClarkCRD Number: 5352716
Current Firm: Msi Financial Services, Inc.
Sarah Clark (CRD# 5352716) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Hanover, PA and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Red Wave Investments
|Metlife Securities Inc.||Camp Hill, PA||Jul 2008 - Current||8|
|Axa Advisors, LLC||New York, NY||Jun 2007 - Jun 2008||1|
|Fastenal Company||Taneytown, MD||Nov 2006 - Jun 2007||< 1|
|Fastenal Company||Hanover, PA||Jan 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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