Unclaimed
Deborah Salvatore has been an active advisor in the financial services industry since 1991. Deborah Salvatore is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., with branch offices in Naples, Florida. Deborah Salvatore has worked for Merrill Lynch, Pierce, Fenner & Smith Inc. in the past as well. Deborah Salvatore has a range of certifications including Series 63, Series 65, Series 7, Series 9 and Series 10 licenses. Deborah Salvatore has also been approved to provide investment advice in Alabama, Connecticut, District of Columbia, Florida, Georgia, Illinois, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
07/27/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPLES FL)
NY
12/04/1991 - 11/06/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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