Unclaimed
Alfred John Salvino is a financial advisor with Performance Wealth. Alfred has over 30 years of experience in the industry, and is registered to provide investment advisory services in Florida and Illinois. Alfred is a Registered Principal and has passed the Series 63, Series 65, Series 7, and Series 24 exams. Alfred's firm, Performance Wealth, is a Registered Investment Advisor with over 3.3 billion dollars in assets under management. The firm specializes in providing financial planning, pension consulting, and portfolio management services for high-net-worth individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
01/26/2021 - Present
Performance Wealth (Marco Island FL)
IL
02/25/1988 - 02/09/2021
WILLIAM BLAIR (CHICAGO IL)
NA
08/06/1982 - 03/08/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
07/13/1978 - 06/30/1982
A. G. BECKER INCORPORATED
NA
12/24/1974 - 07/13/1978
BECKER SECURITIES INCORPORATED
NA
06/12/1964 - 11/25/1975
A. G. BECKER & CO., INCORPORATED
IA
Issued 05/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/24/1973
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1977
PC - AMEX Put and Call Exam
BC
Issued 06/10/1964
Series 1 - Registered Representative Examination
Active
Inactive
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