Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Putnam is a financial advisor with over 20 years of experience in the industry. Sally Putnam has a strong background in providing comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and businesses. Sally Putnam has a Series 7 and Series 66 license, and is a Certified Financial Planner™. Sally Putnam is also a registered investment advisor representative with The Ameriflex Group. The Ameriflex Group has a strong track record of providing clients with personalized financial advice and investment strategies. Sally Putnam is committed to building strong and lasting relationships with clients.
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.
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.
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2
AZ
05/15/2023 - Present
THE Ameriflex Group (Chandler AZ)
AZ
05/15/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CHANDLER AZ)
AZ
08/04/2011 - 05/19/2023
PRINCIPAL SECURITIES, INC. (CHANDLER AZ)
AZ
12/11/2008 - 08/09/2011
METLIFE SECURITIES INC. (TEMPE AZ)
AZ
02/12/2004 - 12/15/2008
AXA ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 02/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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