Unclaimed
Salma Zahr is an Investment Advisor Representative with UBS Financial Services Inc. She is licensed to provide investment advice in California, New Jersey, New York and Pennsylvania. Salma Zahr has been in the financial services industry since February 6, 2012. Salma Zahr has held past positions at Credit Suisse in Dubai and UBS Services USA LLC in Weehawken, NJ. Salma Zahr has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination and the General Securities Sales Supervisor - Options Module Examination. Salma Zahr is registered with FINRA and is a member of the Securities Investor Protection Corporation.
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.
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.
See schedule d - miscellaneous
1
2
CA
06/13/2023 - Present
UBS Financial Services Inc. (San Francisco CA)
NJ
09/28/2004 - 12/02/2009
UBS SERVICES USA LLC (WEEHAWKEN NJ)
BOTH
Issued 5/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/27/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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