Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Ann Hershey is a financial advisor with over 30 years of experience in the financial services industry. Sally currently works at Cambridge Investment Research Advisors, Inc. in San Francisco, CA. She is registered with FINRA and the state of California and Texas as an Investment Advisor Representative (IAR). Sally has a Series 7 and Series 63 securities licenses and a Series 65 investment advisor license. She also holds the Certified Financial Planner (CFP) designation. Sally has a history of working with individuals, high-net-worth individuals, and pension and profit-sharing plans. She provides a range of services including financial planning, portfolio management, and educational seminars. Sally is dedicated to helping her clients 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.
Solicitation fees from 3rd party money managers
1
2
CA
06/24/2016 - Present
Cambridge Investment Research Advisors, Inc. (San Francisco CA)
CA
02/04/1994 - 07/22/2016
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
MD
09/03/1991 - 06/16/1994
CALVERT SECURITIES CORPORATION (BETHESDA MD)
MN
08/05/1991 - 08/15/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/05/1991 - 08/15/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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