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Salima Vahabzadeh

Allen & Co. LLC

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About Salima Vahabzadeh

Salima Vahabzadeh is a financial professional with over 20 years of experience in the industry. Salima currently works at Allen & Co. LLC, and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Salima holds a variety of licenses and certifications including the Series 7, 24, 27, 63, 79TO, 99TO, and SIE exams. Salima is dedicated to helping her clients achieve their financial goals.

Firm Information

Salima Vahabzadeh is currently registered with Allen & Co. LLC. Allen & Co. LLC is a Limited Liability Company formed on August 3, 2001. The firm is registered in all 50 states and the District of Columbia. Allen & Co. LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Salima Vahabzadeh’s Registration & Firm History

NY

06/09/2005 - Present

Allen & Co. LLC (NEW YORK NY)

NY

09/03/1998 - 05/18/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/31/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2021

Series 27 - Financial and Operations Principal Examination

BC

Issued 11/29/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Salima Vahabzadeh.
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