Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salah? Claim Your ProfileSalah Saleh is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Salah has been in the financial services industry since June 1998 and has a strong track record of providing comprehensive financial planning and investment advice to a variety of clients, including individuals, families, corporations, and institutions. Salah specializes in providing personalized investment advice tailored to individual client needs. Salah is committed to helping clients achieve their financial goals, whether it's saving for retirement, planning for college, or protecting their assets.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
07/19/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN JOSE CA)
CA
02/08/2010 - 01/31/2011
MML INVESTORS SERVICES, LLC (FREMONT CA)
CA
04/22/2008 - 08/05/2008
PRUCO SECURITIES, LLC. (SAN JOSE CA)
CA
04/18/1996 - 04/11/2008
WADDELL & REED, INC. (CAMPBELL CA)
IA
Issued 09/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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