Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Wing is a financial professional with over 27 years of experience in the financial services industry. Sally has a current registration with Cetera Investment Advisers LLC and has also held previous registrations with Walnut Street Securities, Inc. and Nathan & Lewis Securities, Inc. Sally has a Series 6, Series 7, and Series 63 license. Sally also holds a SIE license. Sally offers financial planning, portfolio management for individuals and businesses, and pension consulting 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (NESCONSET NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (POUGHKEEPSIE NY)
NY
05/06/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
03/01/1996 - 11/26/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 2/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 2/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sally Wing is the right advisor for you? Invested Better is here to help.
