Sara Scholl, financial advisor Parsippany NJ
96 score

Sara Scholl

CRD Number: 5463059
Current Firm: Gwn Securities Inc.

Sara Scholl (CRD# 5463059) is an Investment Advisor Representative working at Gwn Securities Inc. in Parsippany, NJ and has over 10 years of experience in the finance industry. Sara Scholl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gwn Securities, Inc. Palm Beach Gardens, FL Feb 2017 - Current 1
Msi Financial Services, Inc. Iselin, NJ Jul 2016 - Feb 2017 < 1
Metlife Securities, Inc. Iselin, NJ Feb 2009 - Jul 2016 7
Unemployed Coopersburg, PA Dec 2008 - Feb 2009 < 1
Ameriprise Financial Services, Inc. Center Valley, PA Dec 2007 - Dec 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Sara A. Scholl
Phone Number: 561-472-2700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,532
    MILLIONS
  • Total Number of Accounts
    17,725
    ACCOUNTS
  • Average Account Value
    $86,451
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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