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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Kathryn Beckwith is a financial advisor with Morgan Stanley. Sally has been in the industry since 1986 and is registered to provide investment advice in multiple states including Alaska, Texas, and Washington. Her current firm is Morgan Stanley, but Sally has also previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. In addition to her professional licenses, Sally has also passed several industry exams, including the Series 7, Series 10, and Series 63. Sally is qualified to provide investment advice to individuals, businesses, investment companies, and other financial institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
06/24/2016 - Present
Morgan Stanley (Bellevue WA)
AK
07/25/1986 - 06/27/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANCHORAGE AK)
IA
Issued 12/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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