Monem Salam (CRD# 2377703) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 24 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saturna Sendirian Berhad | Kuala Lumpur, | Jun 2018 - Current | 5 |
| Saturna Capital Corporation | Bellingham, WA | Jun 2018 - Current | 5 |
| Saturna Brokerage Services | Bellingham, WA | Apr 2015 - Current | 9 |
| Saturna Capital Corporation | Bellingham, WA | Jan 2012 - Current | 12 |
| Saturna Sendirian Berhad | Kuala Lumpur, | Mar 2012 - Jun 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- IL
- TX
-
Total Assets Under Management6,644MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$57,771,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.