Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally A. Bixler is a financial advisor with UBS Financial Services Inc., a leading global wealth management firm. Sally has been in the financial industry since 1986, working with a variety of clients, including individuals, families, businesses, and institutions. Sally is a Series 7, Series 24, and Series 66 licensed advisor, and is registered with the state of California. Sally specializes in a variety of financial planning services, including retirement planning, investment management, college savings, and estate planning. Sally is committed to providing her clients with personalized financial advice and guidance, and is dedicated to helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
04/15/2010 - Present
UBS Financial Services Inc. (SAN DIEGO CA)
CA
11/09/1998 - 04/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
UT
04/29/1998 - 11/19/1998
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
IA
08/31/1994 - 10/13/1997
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NA
04/05/1989 - 08/22/1994
FIRST INTERSTATE INVESTMENTS,INC.
NA
04/26/1988 - 04/03/1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC.
NA
01/23/1986 - 04/09/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NA
02/20/1986 - 03/24/1987
GAF FINANCIAL AND INSURANCE SERVICES
NA
08/21/1984 - 11/23/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 07/13/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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