Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salim? Claim Your ProfileSalim Shlomo Bassalian is a registered investment advisor representative with Eagle Strategies LLC. Salim Bassalian is also a registered representative with FINRA. Salim Bassalian has been in the securities industry since 2000. Salim Bassalian has passed the Series 7, Series 6, Series 55, Series 63, Series 7TO, Series 65, and SIE exams. Salim Bassalian is licensed in the following states: California, Connecticut, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, and North Carolina. Salim Bassalian specializes in financial planning, portfolio management for individuals, portfolio management for businesses, selection of other advisors, and educational seminars. Salim Bassalian also owns and operates Solomon Bass Financial, an insurance brokerage firm.
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.
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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 09/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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