Unclaimed
Americo Salvetti, III is a financial advisor with over 20 years of experience in the financial services industry. Americo is currently registered as an Investment Advisor Representative with The Salvetti Group in Sacramento, California. Prior to joining The Salvetti Group, Americo was a financial advisor at Raymond James Financial Services, Inc., and previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Americo has a Series 7, Series 31, Series 63, and Series 65 licenses and holds the Certified Financial Planner designation. Americo is dedicated to providing personalized financial advice to help clients achieve their financial goals. Americo specializes in providing investment advice and portfolio management services to 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.
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.
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2
CA
06/21/2023 - Present
THE Salvetti Group (SACRAMENTO CA)
CA
02/28/2014 - 07/10/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Sacramento CA)
CA
02/04/2005 - 03/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
NY
04/16/2001 - 02/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/24/1997 - 09/21/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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