Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Stresnak is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sally has been in the financial services industry for over 20 years and has a strong track record of success in helping clients achieve their financial goals. Sally is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 31, 63, 65, and 66 licenses. In addition to her work with Merrill Lynch, Sally has also worked for other major financial institutions, including J.P. Morgan Institutional Investments Inc., Morgan Stanley, Citigroup Global Markets Inc., RBC Dain Rauscher Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Princor Financial Services Corporation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
08/14/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Chicago IL)
IL
06/12/2013 - 03/13/2017
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IL
06/01/2009 - 06/28/2013
MORGAN STANLEY (CHICAGO IL)
NY
06/01/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IL
07/20/2004 - 04/13/2007
DIVERSIFIED INVESTORS SECURITIES CORP. (CHICAGO IL)
NY
10/20/2000 - 11/04/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
04/21/1998 - 10/16/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/21/1998 - 10/16/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
02/18/1998 - 03/29/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 12/3/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 3/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 5/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 2/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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