Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sallie? Claim Your ProfileSallie Lorraine Harborth is a financial professional with over 20 years of experience in the industry. Sallie has a strong background in investment services, having worked with several firms including SWBC Investment Services, LLC, Mutual of America Life Insurance Company, and Mutual of America Securities LLC. Currently, Sallie is a registered representative and investment advisor representative for Missionsquare Retirement, working out of their Washington, DC office. Sallie's expertise and experience are focused on providing portfolio management for both individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
DC
01/04/2019 - Present
Missionsquare Retirement (WASHINGTON DC)
TX
02/25/2016 - 10/02/2018
SWBC INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
12/23/2010 - 08/13/2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (HOUSTON TX)
TX
12/23/2010 - 08/13/2014
MUTUAL OF AMERICA SECURITIES LLC (HOUSTON TX)
TX
10/03/2001 - 09/09/2010
FARMERS FINANCIAL SOLUTIONS, LLC (CASTROVILLE TX)
TX
07/12/1999 - 08/23/2001
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 04/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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