Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Martha Whitmore is a financial advisor with Fidelity Personal And Workplace Advisors in Brookfield, WI. Sally has been in the financial services industry since 2015 and is a registered representative and investment advisor representative. Sally holds a Series 7, 63, and 66 license. Sally has experience working with clients on a variety of financial planning needs, including retirement planning, investment management, and college savings. Sally also offers educational seminars to help clients learn more about financial topics.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
01/06/2021 - Present
Fidelity Personal AND Workplace Advisors (BROOKFIELD WI)
WI
07/15/2015 - 07/10/2017
EDWARD JONES (THIENSVILLE WI)
BC
Issued 12/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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