Saloma Bechara is a registered investment advisor, based in Bethesda, MD, with 16 years of industry experience.
Location
7475 Wisconsin Ave, Bethesda, MD, 20814
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Saloma works as a private banker at First National Bank of PA, handling banking account openings, loans, and lines of credit.
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2023 - Present · 2 yrs 9 mos
Cetera Investment Services LLCBroker
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2020 - March 2022 · 1 yr 8 mos
Wells Fargo Clearing Services, LLC
July 2020 - March 2022 · 1 yr 8 mos
CUNA Brokerage Services, INC.Broker
November 2018 - June 2020 · 1 yr 7 mos
CUNA Brokerage Services, INC.
November 2018 - June 2020 · 1 yr 7 mos
Wells Fargo Clearing Services, LLC
November 2016 - November 2018 · 2 yrs
Wells Fargo Clearing Services, LLCBroker
September 2016 - November 2018 · 2 yrs 2 mos
Allstate Financial Advisors, LLC
January 2013 - June 2016 · 3 yrs 5 mos
Allstate Financial Services, LLCBroker
November 2012 - June 2016 · 3 yrs 7 mos
Wells Fargo Advisors, LLC
April 2008 - August 2011 · 3 yrs 4 mos
Wells Fargo Advisors, LLCBroker
December 2006 - August 2011 · 4 yrs 8 mos
State Registrations2 states
DCMD
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.