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Dalal Maria Salomon

Salomon AND Ludwin

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About Dalal Maria Salomon

Dalal Maria Salomon is an Investment Advisor Representative with Salomon And Ludwin. Salomon has been in the financial industry since 1982 and has a wealth of experience working with clients, especially high net worth individuals. Salomon has licenses in Texas and Virginia and has passed exams for the Series 6, 7, 22, 31, 63 and 65 as well as the SIE exam. Salomon is also a co-trustee for Salomon & Ludwin, LLC 401k and is on the MSU Wealth Management Committee for the Michigan State University Board College of Business. Salomon has a proven track record of success in the financial services industry.

Firm Information

Dalal Salomon is currently registered with Salomon AND Ludwin. Salomon AND Ludwin is an investment advisor with offices in RICHMOND, VA. They have approximately $1 billion - $10 billion in assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm offers financial planning, educational seminars, and portfolio management for individuals.
Salomon AND Ludwin

1401 GASKINS ROAD

RICHMOND, VA 23238

$1.71B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dalal Salomon’s Registration & Firm History

VA

04/02/2018 - Present

Salomon AND Ludwin (RICHMOND VA)

VA

11/20/2009 - 04/04/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)

VA

10/01/1999 - 11/20/2009

WELLS FARGO ADVISORS, LLC (RICHMOND VA)

NC

07/26/1984 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NA

07/29/1982 - 08/10/1984

HOME LIFE EQUITY SALES CORP.

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Licenses & Designations

IA

Issued 12/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 07/21/1984

Series 7 - General Securities Representative Examination

BC

Issued 07/14/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/28/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dalal Maria Salomon.
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