Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salman? Claim Your ProfileSalman Ukani is a financial advisor at Assetmark, Inc. Salman has been in the industry since 2008 and has experience in the financial services industry. Salman holds Series 7, Series 63, and Series 65 licenses. Salman is registered in Alabama, Florida, Georgia, Illinois, Mississippi, South Carolina, and Tennessee. Salman's firm, Assetmark, Inc., is a registered investment advisor with over $65 billion in assets under management. The firm provides a range of financial services to individuals, families, businesses, and institutions. Assetmark, Inc. provides investment advisory services including portfolio management for individuals, portfolio management for investment companies, and pension consulting. Salman's previous employers include Morningstar Investment Services LLC, Calamos Financial Services LLC, and Newbridge Securities Corporation. Salman is an active advisor and focuses on providing wealth management services to clients.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
CA
02/28/2022 - Present
Assetmark, Inc. (CONCORD CA)
IL
03/06/2018 - 08/27/2021
MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)
IL
04/16/2015 - 07/27/2017
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
07/20/2010 - 01/21/2015
NEWBRIDGE SECURITIES CORPORATION (CHICAGO IL)
IL
03/27/2007 - 07/19/2010
CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)
IA
Issued 07/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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