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Allied Wealth Partners

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Allied Wealth Partners

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  2. Sarah Schnitzer

Sarah Schnitzer

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Sarah Schnitzer
Financial Advisor
Phone: 
732-348-1280
Fax: 
732-348-1271
E-mail: 
sschnitzer@alliedwealthpartners.com

Education:

  • B.S. in Economics
  • MBA with a concentration in Finance
  • Monmouth University

Registrations and Licenses:

  • Series 7, 66, Life & Health, Property & Casualty 
  • Member of Board of Directors for North Central New Jersey NAIFA

 

Sarah joined Allied Wealth Partners in the Fall of 2018 in the role of Financial Advisor working out of the firm’s Jersey Shore location. 

After graduating from Monmouth University, where she earned a B.S. in Economics, Sarah went on to pursue a Master of Business Administration with an emphasis in Finance from this same institution.   In addition, she has attained her Life and Health Insurance Licenses, as well as FINRA Series 7 and 66 registrations.

Prior to joining Allied Wealth Partners, Sarah worked as a Financial Advisor with both MetLife Premier Group of New Jersey and Creative Financial Strategies, a member of the MassMutual Financial Group.

Working with a team of financial professionals, Sarah works diligently with her clients to help them to identify their financial goals and offers to them solutions to help ensure they achieve their short and long term financial objectives.

A resident of Toms River, NJ Sarah is currently on the Board of Directors of the Monmouth/Ocean county chapter of National Association of Insurance and Financial Advisors (NAIFA) fulfilling the role of Board Secretary. In this role she helps to foster the organization’s mission of promoting the ethical conduct of its members.

 

 

Sarah Schnitzer is a registered representative and investment advisor representative of Securian Financial Services, Inc.

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14 Walsh Drive Suite 100 Parsippany, New Jersey, 07054, United States
  •  moconnor@alliedwealthpartners.com

Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3055307 DOFU 08-2020

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 

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