Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salim? Claim Your ProfileSalim Bassalian is an investment advisor representative registered with Eagle Strategies LLC. Salim is also a registered investment advisor in New York. Salim has been in the industry since 2006 and has experience in providing financial planning, pension consulting, and portfolio management services. Salim has held prior positions with Electronic Trading Group, LLC, NYLife Securities, LLC, and New York Life Ins Company. Salim is also the owner of Solomon Bass Financial, which sells New York Life products and services. Salim is a director of Keren Yad Shmuel Ve Tamar, a non-profit religious charity.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (GREAT NECK NY)
NY
07/06/2000 - 02/06/2002
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
IA
Issued 9/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/29/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 7/5/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Salim Bassalian is the right advisor for you? Invested Better is here to help.
