Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Stout Witt is a financial advisor at BFC Planning, Inc. Sally has been in the financial services industry since December 1993. Sally holds Series 6, 7, 24, 26, 63 and 65 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Sally has experience working with a variety of clients, including high net worth individuals, corporations, individuals other than high net worth, and pension and profit-sharing plans. Sally has a history of working with clients in League City, TX and Cedar Rapids, IA.
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.
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.
Solicitor fee
1
2
TX
08/02/2013 - Present
BFC Planning, Inc. (League City TX)
MO
01/03/2011 - 08/11/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CA
03/22/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
02/27/2004 - 12/13/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
SC
04/29/2003 - 03/02/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
07/25/2000 - 04/30/2001
AFS BROKERAGE, INC. (AUSTIN TX)
AZ
10/03/1997 - 01/23/1999
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
IA
01/22/1988 - 07/22/1997
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
BC
Issued 11/21/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1989
Series 24 - General Securities Principal Examination
BC
Issued 02/26/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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