Unclaimed
Nadeem Salem is a financial professional with over 30 years of experience in the industry. Nadeem is currently registered with Eagle Strategies LLC and has held previous registrations with Walnut Street Securities, Inc. and Royal Alliance Associates, Inc. Nadeem holds licenses for Series 6, 7, 63, and 65 exams as well as the SIE exam. Nadeem specializes in providing financial planning services, educational seminars and portfolio management for individuals and charitable organizations. Nadeem is also an appointed director on the Toledo Lucas County Port Authority Board and serves as a board member for the University of Toledo Foundation.
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.
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.
1
2
OH
09/08/2008 - Present
Eagle Strategies LLC (TOLEDO OH)
OH
04/04/2001 - 05/16/2008
WALNUT STREET SECURITIES, INC. (TOLEDO OH)
AZ
06/22/1992 - 05/17/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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