Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Burnett has been in the financial services industry since 1986. Sally is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2008. Previous employers include A. G. Edwards & Sons, Inc., Dean Witter Reynolds Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and IDS Marketing Corporation. Sally has a broad range of experience in the financial services industry, including providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
03/10/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DALLAS TX)
NY
07/29/1987 - 02/28/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/01/1986 - 08/06/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
11/20/1985 - 12/26/1985
IDS MARKETING CORPORATION
BC
Issued 08/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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