Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Eisenberg is a financial advisor at Weatherly Asset Management. Sally is registered to provide investment advice in California and has been working in the industry since 2014. Sally has a Series 65 license and has experience working with individual investors, high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Sally is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Sally is also a part-time employee (server) at Sedona Beer Company.
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.
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.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement
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CA
07/07/2023 - Present
Weatherly Asset Management (DEL MAR CA)
IA
Issued 07/06/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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