Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalom? Claim Your ProfileShalom Azar is a financial advisor with over 3 years of experience in the industry. Shalom is currently registered with Morgan Stanley and has been with them since 2021. Prior to joining Morgan Stanley, Shalom was affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shalom holds several licenses and has passed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7TO), and the Securities Industry Essentials Examination (SIE). Shalom is registered in several states, including New Jersey, New York, and Texas. Shalom has expertise in providing financial planning, asset allocation advice, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies. Shalom is dedicated to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
07/22/2021 - Present
Wealthpenn.comllc (Paramus NJ)
CT
08/01/2019 - 07/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
BOTH
Issued 9/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/1/2019
Series 7TO - General Securities Representative Examination
BC
Issued 6/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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