Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Bourdamis is a financial advisor with over 30 years of experience in the industry. Sally currently works with Cambridge Investment Research Advisors, Inc. and is registered in Arizona and Texas. Previously, Sally has worked with several other financial services firms in Arizona and Texas including Woodbury Financial Services, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., American General Securities Incorporated, Sentra Securities Corporation, Spelman & Co., Inc., SunAmerica Securities, Inc., Charles Schwab & Co., Inc., and Peacock, Hislop, Staley & Given, Inc. Sally's expertise includes portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Sally is committed to providing her clients with personalized financial advice and guidance.
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
TX
08/13/2018 - Present
Cambridge Investment Research Advisors, Inc. (Fort Worth TX)
MN
01/08/2014 - 08/05/2014
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
10/12/2009 - 08/05/2014
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/12/2009 - 08/05/2014
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
05/26/2005 - 08/05/2014
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
09/20/2007 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
12/12/2003 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
12/12/2003 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
12/12/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
04/02/1996 - 10/16/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
AZ
03/20/1990 - 04/19/1995
PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)
IA
Issued 02/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/10/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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