Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Salvi is a financial advisor with Fidelity Personal and Workplace Advisors. Anthony is a registered representative and investment advisor representative with the firm. Anthony has been in the financial services industry for over 9 years, holding previous roles with J.P. Morgan Securities LLC, Capital One Investing, LLC, Worden Capital Management LLC, and J.D. Nicholas & Associates, Inc.. Anthony holds the Series 7, Series 63, and Series 65 licenses, and the SIE designation.
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.
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.
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.
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2
NY
01/16/2023 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
12/12/2017 - 11/30/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/02/2016 - 11/29/2017
CAPITAL ONE INVESTING, LLC (COLLEGE POINT NY)
NY
01/02/2015 - 07/12/2016
WORDEN CAPITAL MANAGEMENT LLC (Rockville Ctre. NY)
NY
09/05/2014 - 11/25/2014
J.D. NICHOLAS & ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 09/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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