Bassam S. Salem

OBJECTIVE INVESTMENTS

Orchard Lake, MI

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CRD#: 1574433

Professional summary

Bassam S Salem is a registered financial advisor currently at OBJECTIVE INVESTMENTS, LLC located in Orchard Lake, Michigan.

Bassam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Bassam has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bassam S Salem's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 8, 2018 - Present

OBJECTIVE INVESTMENTS, LLC

RIA

CRD#: 291514

Orchard Lake, MI

Past

October 4, 2016 - January 23, 2018

INVESTSHARES ADVISOR GROUP LLC

RIA

CRD#: 168085

TROY, MI

Past

September 29, 2016 - January 23, 2018

INVESTSHARES

CRD#: 151369

MIAMI, FL

Past

January 14, 2011 - August 5, 2016

B. RILEY WEALTH MANAGEMENT

RIA

CRD#: 2543

BIRMINGHAM, MI

Past

January 14, 2011 - August 5, 2016

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

BIRMINGHAM, MI

Past

November 19, 2010 - January 20, 2011

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

FARMINGTON HILLS, MI

Past

March 19, 1992 - January 20, 2011

UBS FINANCIAL SERVICES INC.

CRD#: 8174

FARMINGTON HILLS, MI

Past

November 3, 1988 - March 9, 1992

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

November 21, 1986 - November 7, 1988

FIRST HERITAGE CORPORATION

CRD#: 330

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(2/8/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/19/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/23/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/1986

General Securities Representative Examination

Current Firm

OBJECTIVE INVESTMENTS, LLC

OBJECTIVE INVESTMENTS, LLC | VALUE INVEST, LLC

CRD#: 291514 / SEC#:

Michigan

Registered Investment Advisory firm - (1/11/2018 Approved)

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Contact information

Main Address

Orchard Lake, MI

Mailing Address

Phone number

(248) 909-7070

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 3,900,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bassam S. Salem

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bassam S Salem's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTSHARES ADVISOR GROUP LLC

INVESTSHARES

B. RILEY WEALTH MANAGEMENT

B. RILEY WEALTH MANAGEMENT

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PRUDENTIAL EQUITY GROUP, LLC

FIRST HERITAGE CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2010

Series 63

Date: 11/19/1986

SIE

Date: 1/23/2018

Series 7

Date: 11/15/1986

Current Firm

OBJECTIVE INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OBJECTIVE INVESTMENTS, LLC

TRUST BUT VERIFY

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