Unclaimed
Ahlam Grover is a financial advisor at Campbell Wealth Management, Inc., a firm based in Alexandria, Virginia. Ahlam has been working in the financial services industry since 2004 and is a Certified Financial Planner. Her current employment at Campbell Wealth Management began in February 2023. Prior to this, Ahlam worked at Madison Avenue Securities in Alexandria, Virginia, and Morgan Stanley in McLean, Virginia. Ahlam specializes in financial planning, insurance, and investment management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Informational/educational/motivational workshops
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.
Workshops and seminars
1
2
VA
03/03/2023 - Present
Campbell Wealth Management, Inc. (ALEXANDRIA VA)
VA
02/16/2023 - 05/02/2023
MADISON AVENUE SECURITIES, LLC (Alexandria VA)
VA
08/23/2017 - 03/02/2023
MORGAN STANLEY (Mclean VA)
WI
04/11/2005 - 10/31/2006
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
12/08/2004 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 09/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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