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 Inc., a large broker-dealer with over $1 trillion in assets under management. Sally has been working in the financial industry since 2000 and is registered in 51 states. She has passed the Series 6, 7, 31, 63, 65, and 66 exams, demonstrating a comprehensive understanding of the financial markets. Sally has experience with a wide range of clients, including individuals, corporations, high-net-worth individuals, and institutional investors. Her areas of expertise include portfolio management, financial planning, and investment advisory services.
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 12/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1998
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
Not sure Sally Stresnak is the right advisor for you? Invested Better is here to help.
