Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Salman is a financial advisor with Principal Securities, Inc., a firm that offers a variety of financial services, including investment management, financial planning, and retirement planning. Adam Salman has over 9 years of experience in the financial services industry. Adam Salman is registered with the state of California and Texas. Adam Salman's previous work experience includes Ameriprise Financial Services, Inc., J.P. Morgan Securities LLC, and NYLIFE Securities LLC. Adam Salman also has experience in insurance sales. Adam Salman's firm, Principal Securities, Inc., manages over 12 billion dollars in client assets. Adam Salman specializes in providing financial advice to individuals and families, businesses, and pension and profit-sharing plans.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CA
05/01/2024 - Present
Principal Securities, Inc. (COSTA MESA CA)
CA
09/08/2022 - 05/06/2024
NYLIFE SECURITIES LLC (IRVINE CA)
CA
08/09/2016 - 10/19/2021
J.P. MORGAN SECURITIES LLC (LA HABRA CA)
CA
02/18/2015 - 05/28/2015
AMERIPRISE FINANCIAL SERVICES, INC. (LONG BEACH CA)
BOTH
Issued 03/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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