Candace L. Sallale
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Candace Lee Sallale, who also goes by Candace Lee Danho, was a registered financial professional .
Candace is a previously registered financial professional and started their career in finance in 1991. Candace had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 29, 2017 - October 30, 2018
BOSTON HARBOR WEALTH ADVISORS, LLC
February 1, 2012 - September 29, 2022
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
January 19, 2012 - September 29, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
May 22, 2007 - January 23, 2012
EDWARD JONES
September 15, 2000 - January 23, 2012
EDWARD JONES
August 27, 1996 - September 18, 2000
CITIZENS SECURITIES, INC.
April 27, 1994 - September 10, 1996
GUARANTY BROKERAGE SERVICES, INC.
March 19, 1992 - April 26, 1994
FISCO EQUITY, INC.
November 4, 1991 - February 25, 1992
IDS LIFE INSURANCE COMPANY
November 4, 1991 - February 25, 1992
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BOSTON HARBOR WEALTH ADVISORS, LLC
CRD#: 282486 / SEC#: 801-108986
Contact information
Red Flags
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