Salma Abdulla

E. MAGNUS OPPENHEIM & CO.

New York, NY 10022

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CRD#: 4961794

Professional summary

Salma Abdulla, who also goes by Salma Abdulla, Salma Abdulla Goldstein, is a registered financial advisor currently at E. MAGNUS OPPENHEIM & CO. INC. located in New York, New York and PARSONEX ADVISORY SERVICES, INC. located in New York, New York.

Salma is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Salma has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Salma Abdulla | Salma Abdulla Goldstein

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.

VOLUNTEER WORK AS VICE PRESIDENT FOR THE INSIGHT MEDITATION SOCIETY, A NON-PROFIT ORGANIZATION LOCATED AT 1230 PLEASANT STREET, BARRE, MA 01005. THE NATURE OF THE DUTIES INVOLVE OVERSIGHT OF THE ENDOWMENT WHICH INCLUDES INVESTMENT ACTIVITIES IN PASSIVE VEHICLES. START DATE FOR THE POSITION IS JUNE 2019. THIS INVOLVES FIVE HOURS PER MONTH AND ABSOLUTELY NO TIME DURING WORK/TRADING HOURS. THERE IS NO COMPENSATION FOR THIS WORK. EMPLOYED BY PARSONEX ENTERPRISES, INC. PARENT/HOLDING COMPANY OF THE WHOLLY OWNED SUBSIDIARIES: PARSONEX SECURITIES,PARSONEX ADVISORY SERVICES, PARTIALLY OWNED SUBSIDIARIES: PARSONEX CAPITAL MARKETS AND E MAGNUS OPPENHEIM. PRIMARY ROLE WITH PARSONEX AFFILAITES: E MAGNUS OPPENHEIM; PORTFOLIO MANAGER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salma Abdulla's CRS (Customer Relationship Summary).

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

January 12, 2023 - Present

E. MAGNUS OPPENHEIM & CO. INC.

Office #1: 575 Lexington Avenue / 17th Floor, New York, NY 10022

RIA

CRD#: 14268

New York, NY

Current

March 10, 2023 - Present

PARSONEX ADVISORY SERVICES, INC.

Office #1: 575 Lexington Ave 17th Floor, New York, NY 10022

RIA

CRD#: 160275

NEW YORK, NY

Current

March 10, 2023 - Present

PARSONEX SECURITIES, INC.

Office #1: 8310 S. Valley Highway Suite 110, Englewood, CO 80112

CRD#: 144412

Englewood, CO

Past

June 23, 2005 - October 25, 2022

E. MAGNUS OPPENHEIM & CO. INC.

CRD#: 14268

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC. | PARSONEX FINANCIAL SERVICES, INC.

CRD#: 160275 / SEC#: 801-74543

RIA

Registered Investment Advisory firm - (3/27/2012 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

New Jersey
(1/13/2023)

New Jersey
(3/10/2023)

IAR

New York
(1/12/2023)

New York
(3/10/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/30/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/25/2019

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC. | PARSONEX FINANCIAL SERVICES, INC.

CRD#: 160275 / SEC#: 801-74543

RIA

Registered Investment Advisory firm - (3/27/2012 Approved)

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Contact information

Main Address

8310 S. Valley Highway Suite 110, Englewood, CO 80112

Mailing Address

8310 S. Valley Highway Suite 110, Englewood, CO 80112

Phone number

(303) 662-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARSONEX ADVISORY SERVICES BROCHURE 3-2023 (3/30/2025)

Regulatory assets under management

Total Number of Accounts	609
AUM (Assets Under Management)	$ 174,840,469

Red Flags

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

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Firm Stability Insights

Salma Abdulla

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salma Abdulla's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARSONEX ADVISORY SERVICES, INC.

PARSONEX SECURITIES, INC.

E. MAGNUS OPPENHEIM & CO. INC.

Primary Firm SEC Registration

PARSONEX ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/30/2005

SIE

Date: 10/1/2018

Series 7

Date: 6/22/2005

Series 24

Date: 10/25/2019

FINRA

Current Firm

PARSONEX ADVISORY SERVICES, INC.

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARSONEX ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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