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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salleh? Claim Your ProfileSalleh Beitollahi is an investment advisor representative with Planmember Securities Corp. in Agoura Hills, CA. Salleh holds a Series 63, Series 65, and Series 6TO. Salleh is also a Certified Financial Planner. Salleh specializes in portfolio management for businesses and individuals, financial planning, and pension consulting. Salleh has been an investment advisor representative for over 10 years and has experience working with a variety of clients, including individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Salleh is registered in multiple states, including California, Texas, Arizona, Colorado, Florida, Georgia, Kansas, Missouri, Nebraska, Nevada, and North Carolina.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/03/2023 - Present
Planmember Securities Corp. (Agoura Hills CA)
IA
Issued 03/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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