Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Rast Ramsey is a financial advisor registered in Tennessee. Sally began working in the financial services industry on June 11, 2000, and has been with Raymond James & Associates, Inc. since April 2012. Previously, Sally worked for MORGAN KEEGAN & COMPANY, INC. Sally holds a Series 63, Series 10, Series 9, SIE, and Series 7 licenses. Sally currently holds registration in 30 states and has a total of 32 registrations, with a focus on providing services to individuals and businesses. Sally is also active in providing financial planning, educational seminars, and selection of other advisers.
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.
Please see note in schedule d - miscellaneous
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
TN
04/04/2012 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
06/12/2000 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 03/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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