Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Acosta-zarzuela is a financial advisor at Ameriprise Financial Services, LLC. Sally is a registered representative of Ameriprise Financial Services, LLC and a registered investment advisor in Pennsylvania. Sally has been in the financial services industry since January 11, 2009. Sally previously worked at WELLS FARGO CLEARING SERVICES, LLC and RBC CAPITAL MARKETS CORPORATION. Sally specializes in providing financial planning, investment management and retirement planning services to individuals, families, businesses, and institutions. Sally holds the following licenses and certifications: Series 7, Series 66, and SIE.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/04/2021 - Present
Ameriprise Financial Services, LLC (CONSHOHOCKEN PA)
PA
09/10/2010 - 03/05/2019
WELLS FARGO CLEARING SERVICES, LLC (COLLEGEVILLE PA)
PA
12/24/2008 - 09/16/2010
RBC CAPITAL MARKETS CORPORATION (CONSHOHOCKEN PA)
BOTH
Issued 05/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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