Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlyn? Claim Your ProfileCaitlyn Renee Salloum is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Caitlyn has been in the financial industry since May 14, 2008. Caitlyn is licensed to offer securities in 31 states and provides financial planning, investment advice, and portfolio management services to individuals, businesses, corporations, pension plans, and charitable organizations. Caitlyn is also licensed to offer investment advisory services in Arizona, California, and Texas. Caitlyn is a Certified Financial Planner™ professional and is a member of several professional organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/24/2017 - Present
Raymond James Financial Services Advisors, Inc. (Newport CA)
AZ
05/15/2008 - 11/10/2016
EDWARD JONES (SCOTTSDALE AZ)
BOTH
Issued 06/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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