Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Byrd Jilek is a financial advisor with over 30 years of experience in the industry. Sally is currently registered with LPL Financial LLC and has been with the firm since 4/6/2024. Sally is also registered as an Investment Advisor Representative in Texas. Prior to joining LPL Financial LLC, Sally was with LEHMAN BROTHERS INC., E. F. HUTTON & COMPANY INC, STEINBERG & LYMAN and DEAN WITTER REYNOLDS INC. Sally holds the Series 63, 65, 6TO, SIE, 3 and 7 securities licenses. Sally provides financial planning, portfolio management for individuals and businesses, consulting and other non-discretionary advisory services, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/06/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NA
05/14/1988 - 05/09/1991
LEHMAN BROTHERS INC.
NA
07/08/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
06/18/1987 - 07/20/1987
STEINBERG & LYMAN
NA
08/24/1983 - 06/13/1985
DEAN WITTER REYNOLDS INC.
BC
Issued 06/14/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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