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Caden Louis Salvino

Charles Schwab & CO., Inc.

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About Caden Louis Salvino

Caden Salvino is an Investment Advisor Representative with Charles Schwab & CO., Inc.. Caden is a registered Investment Advisor Representative in Pennsylvania, and a Registered Representative in Pennsylvania and New Jersey. Caden is also registered as an Investment Advisor Representative in Pennsylvania. Caden is Series 7, Series 63 and Series 65 licensed. Caden has been in the securities industry for over 2 years. Caden has experience with MML Investor Services LLC, MassMutual Life Insurance Company, Joseph Ambler Inn, Dick's Sporting Goods, Delphi Wealth Management Group, Full Time Student, West Chester University, Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Caden is registered with Charles Schwab & CO., Inc. Charles Schwab & CO., Inc. is a national firm offering investment advice and brokerage services. Charles Schwab & CO., Inc. has over $50 billion in assets under management. Charles Schwab & CO., Inc. offers investment advisory services for individuals, other investment advisors, corporations or other businesses, insurance companies, investment companies, pension and profit sharing plans, banking or thrift institutions, pooled investment vehicles, charitable organizations, state or municipal government entities, high net worth individuals and sovereign wealth funds and foreign official institutions.

Firm Information

Caden Salvino is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Caden Salvino’s Registration & Firm History

PA

12/04/2024 - Present

Charles Schwab & CO., Inc. (Wayne PA)

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Licenses & Designations

IA

Issued 06/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/01/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caden Louis Salvino.
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