Unclaimed
Anthony Salerno is an investment advisor representative with Ameriprise Financial Services, LLC. Anthony has been in the financial services industry since 1997. Anthony holds Series 7, Series 63, Series 24 and Series 51 licenses. Anthony is registered to provide investment advice in 29 states. Anthony has a strong track record of helping individuals and families reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CT
10/05/2006 - Present
Ameriprise Financial Services, LLC (SOUTHPORT CT)
MN
03/31/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/21/1997 - 01/26/1998
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 05/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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