Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally McCray is a financial advisor with Commonwealth Financial Network and has been in the industry since 1985. She is a Certified Financial Planner and holds Series 7 and Series 63 licenses, as well as the SIE exam. Sally has worked with a variety of clients including individuals, corporations, and charitable organizations. She also has experience in real estate and has owned and managed commercial real estate in Bellevue, WA. Sally is committed to providing personalized financial advice to her clients and helping them achieve their financial goals.
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.
1
2
WA
10/01/2020 - Present
Commonwealth Financial Network (Bellevue WA)
WA
04/27/2001 - 10/01/2020
KMS FINANCIAL SERVICES, INC. (BELLEVUE WA)
AZ
11/19/1989 - 05/01/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/29/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/20/1985 - 01/29/1986
IDS MARKETING CORPORATION
BC
Issued 12/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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