Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salim? Claim Your ProfileSalim Boutagy is a financial advisor with Moneco Advisors, a firm with offices in Fairfield, CT. Salim has been in the industry since 2009 and has a diverse background, having previously worked for Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Salim is a Certified Financial Planner and has experience providing financial planning services to individuals, families, and businesses. Salim has a strong track record of success in helping 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Lpl financial sponsored advisory programs
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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CT
01/09/2023 - Present
Moneco Advisors (FAIRFIELD CT)
CT
06/07/2013 - 04/19/2017
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
NY
06/17/2010 - 05/31/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/01/2009 - 07/08/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
01/29/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 02/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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