Tarek Salhab
Tarek Salhab is a registered investment advisor at Raymond James & Associates, INC., based in Fort Myers, FL, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
14541 Hope Center Loop, Suite 101, Fort Myers, FL, 33912
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2012Customer Dispute
May 2012Customer Dispute
January 2011Customer Dispute
October 2006Employment Separation After Allegations
May 2006Customer Dispute
February 2006Other Business Activities
Tarek is a committee member for the Canterbury School board, a private school, dedicating minimal time to this activity. Tarek also owns PostLeague, a sports content app, spending a few hours per week on it.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.