Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saloma? Claim Your ProfileSaloma Bechara is a financial professional with over 15 years of experience in the financial services industry. Saloma is currently registered with Cetera Investment Advisers LLC in Maryland, providing investment advice and financial planning services. Previously, Saloma was associated with several other firms including Wells Fargo Clearing Services, LLC, CUNA Brokerage Services, Inc., and Allstate Financial Services, LLC. Saloma holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Saloma provides financial planning and investment advisory services to individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
MD
10/11/2023 - Present
Cetera Investment Advisers LLC (BETHESDA MD)
VA
07/17/2020 - 03/24/2022
WELLS FARGO CLEARING SERVICES, LLC (CHANTILLY VA)
VA
11/26/2018 - 06/30/2020
CUNA BROKERAGE SERVICES, INC. (McLean VA)
DC
09/29/2016 - 11/09/2018
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
VA
11/08/2012 - 06/13/2016
ALLSTATE FINANCIAL SERVICES, LLC (ALEXANDRIA VA)
VA
12/08/2006 - 08/04/2011
WELLS FARGO ADVISORS, LLC (OAKTON VA)
IA
Issued 4/3/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/7/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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