Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you E. brian? Claim Your ProfileE. brian Mosallam is a financial advisor who has been in the industry since 1997. E. brian Mosallam is currently registered with Cadaret, Grant & CO., Inc. and Spartan Wealth Management. E. brian Mosallam offers financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. E. brian Mosallam also provides educational seminars to help clients better understand their financial options.
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.
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.
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2
MI
11/11/2020 - Present
Cadaret, Grant & CO., Inc. (Birmingham MI)
MI
08/21/2018 - 11/24/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Birmingham MI)
MI
02/26/1997 - 08/28/2018
AXA ADVISORS, LLC (DEARBORN MI)
NY
02/26/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/06/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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