Sally KeseyCRD Number: 7078398
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sally Kesey (CRD# 7078398) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eugene, OR and has over 3 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Sapient Private Wealth Management, LLC
Commonwealth Financial Network
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Eugene, OR||Feb 2019 - Current||3|
|Wieden + Kennedy||Portland, OR||Sep 2017 - Feb 2019||1|
|Blount International||Portland, OR||Jun 2016 - Sep 2017||1|
|Nancy Sikora Cpa LLC||Eugene, OR||Aug 2014 - Jun 2016||1|
|University Of Oregon||Eugene, OR||Sep 2012 - Jun 2016||3|
|Blount International||Portland, OR||Jun 2015 - Sep 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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