Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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