Sarah Marshall
- Role
- LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Present
Education
University of South Florida
Bachelor of Science, Finance
2005 — 2009
Skills
- Mutual Funds
- Finra
- Retirement
- Financial Services
- Retirement Planning
- Securities
- Visio
- Investments
- Asset Allocation
- Series 24
- Requirements Gathering
- Project Management
- Uniform Combined State Law
- Investment Advisory
- Financial Advisory
- 401k
- Series 7
- Equities
- Fixed Income
- Process Improvement
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