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 advisor with Cetera Investment Advisers LLC, a large firm with over $100 Billion in assets under management. Saloma has been in the industry for over a decade and has a wide range of experience. Saloma is registered to provide investment advice in the District of Columbia and Maryland. Saloma holds the Series 6, 7, 63, and 65 securities licenses. Saloma also provides financial planning and investment management services to individuals and businesses. In addition to working at Cetera Investment Advisers LLC, Saloma also works as a private banker at First National Bank of PA.
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.
1
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 04/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Saloma Bechara is the right advisor for you? Invested Better is here to help.
