Sarah J. Paulson
Professional summary
Sarah Jane Paulson, CFP®, who also goes by Sarah J Paulson, is a registered financial advisor currently at VALKYRIE FINANCIAL located in Appleton, Wisconsin.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Sarah has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Jane Paulson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
February 26, 2021 - Present
VALKYRIE FINANCIAL
October 22, 2014 - December 12, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 22, 2014 - December 12, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 22, 2013 - August 20, 2014
UBS FINANCIAL SERVICES INC.
April 22, 2013 - August 20, 2014
UBS FINANCIAL SERVICES INC.
November 30, 2012 - April 16, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 9, 2012 - April 16, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/26/2021)
Exams
Current Firm
VALKYRIE FINANCIAL
CRD#: 313178 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 7,356,619 |
Red Flags
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