Unclaimed
Christopher Salerno is a financial advisor with over 30 years of experience in the financial services industry. Christopher currently works at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Prior to his current roles, Christopher has held positions at UBS Financial Services Inc., A. G. Edwards & Sons, Inc., and Prudential Securities Incorporated. Christopher specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
04/23/2024 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
08/17/2007 - 03/30/2015
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
04/03/2003 - 08/22/2007
A. G. EDWARDS & SONS, INC. (NEW YORK NY)
NY
04/04/1991 - 02/03/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1993
Series 3 - National Commodity Futures Examination
BC
Issued 04/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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