Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monem? Claim Your ProfileMonem Salam is a financial advisor with over 20 years of experience in the industry. Monem is currently registered with Saturna Capital Corp. Prior to this, Monem was registered with Saturna Brokerage Services, Inc, Morgan Stanley DW Inc, and First Montauk Securities Corp. Monem holds the Series 7, Series 63, and Series 65 licenses. Monem has a strong track record of providing financial advice to individuals, investment companies, and pooled investment vehicles. Monem is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
04/07/2021 - Present
Saturna Capital Corp. (BELLINGHAM WA)
VA
06/24/2003 - 05/21/2013
SATURNA BROKERAGE SERVICES, INC (RESTON VA)
NY
12/07/1999 - 06/05/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
02/13/1995 - 09/08/1995
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
07/28/1993 - 02/24/1995
DICKINSON & CO. (DES MOINES IA)
BC
Issued 12/06/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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