Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virgil? Claim Your ProfileVirgil Salsman is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Virgil Salsman has been in the industry since January 29, 2014. The firm has offices in Pasadena, CA. Virgil Salsman is registered with the state of California and Texas. Virgil Salsman has passed the Series 66, Series 65, Series 7 and SIE exams. Virgil Salsman has been previously employed with BANCWEST INVESTMENT SERVICES, INC., ADP BROKER-DEALER, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Virgil Salsman has also held a position as an owner of the company The F Words Of Sales in Las Vegas, Nevada, as well as an owner of the company Sweet Tequilas in Pasadena, California.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
05/26/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PASADENA CA)
CA
03/21/2018 - 06/07/2021
BANCWEST INVESTMENT SERVICES, INC. (PASADENA CA)
NV
08/04/2014 - 04/24/2017
ADP BROKER-DEALER, INC. (Las Vegas NV)
NV
03/06/2013 - 08/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
IA
Issued 04/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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