Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Art? Claim Your ProfileArt Saldivar is an investment advisor representative with First Citizens Investor Services, Inc. Art has been in the financial services industry since 1997 and has a wide range of experience in financial planning, portfolio management, and advisory services. Art has previously worked for Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, WM Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. Art holds a Series 63, Series 65, Series 7, Series 9 and Series 10 licenses and is registered with the state of California. Art's specializations include retirement planning, college savings, and estate planning.
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.
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
CA
01/12/2023 - Present
First Citizens Investor Services, Inc. (Pasadena CA)
CA
01/03/2011 - 05/02/2022
WELLS FARGO CLEARING SERVICES, LLC (PASADENA CA)
CA
02/13/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PASADENA CA)
CA
12/14/1999 - 03/19/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
01/15/1997 - 12/03/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/22/1996 - 12/10/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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