Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salim? Claim Your ProfileSalim Janmohamed is a registered investment advisor representative with CSJ Wealth Management, LLC. Salim is based in San Diego, California. Salim has been in the financial industry for over 5 years. Previously, Salim worked at Deutsche Bank Securities Inc. in Los Angeles. Salim is a Series 7 and Series 66 licensed professional. Salim specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses. CSJ Wealth Management, LLC is a financial advisory firm with approximately $58 million in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/25/2013 - Present
CSJ Wealth Management, LLC (SAN DIEGO CA)
CA
08/12/2008 - 11/20/2013
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 10/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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