Sarah A. Christensen
Professional summary
Sarah Allen Christensen, who also goes by Sarah Woodward Allen, Sarah A Christensen, Sarah Allen Stracener, is a registered financial professional currently at ULTIMUS FUND DISTRIBUTORS, LLC located in Cincinnati, Ohio.
Sarah is registered as a RR (Registered Representative) and started their career in finance in 1990. Sarah has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Sarah Allen Christensen's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 10, 2024 - Present
ULTIMUS FUND DISTRIBUTORS, LLC
Office #1: 225 Pictoria Drive Suite 450, Cincinnati, OH 45246January 12, 2018 - February 15, 2018
CAPITAL WEALTH, LLC
March 10, 2016 - October 11, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
November 1, 2000 - April 20, 2001
USAA INVESTMENT SERVICES COMPANY
November 21, 1990 - January 8, 1999
USAA INVESTMENT SERVICES COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 12/10/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
ULTIMUS FUND DISTRIBUTORS, LLC
CRD#: 104177 / SEC#: , 8-52643
Contact information
FINRA licenses (53 States and Territories)
Documents
Red Flags
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Company Information
ULTIMUS FUND DISTRIBUTORS, LLC
CRD#: 104177Cincinnati, OH 45246TRUST BUT VERIFY
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