Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Frank Salvatore is a financial advisor with Wells Fargo Clearing Services, LLC. Felix has been working in the financial services industry since 2004. Felix has held previous positions with Ameriprise Financial Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and A. G. Edwards & Sons, Inc. Felix holds licenses for Securities Industry Essentials (SIE), Series 7, and Series 66. Felix is registered to provide advisory services in several states. Felix specializes in providing financial planning, pension consulting, and investment consulting services to individuals, businesses, and institutional clients.
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.
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2
RI
10/23/2020 - Present
Wells Fargo Clearing Services, LLC (PROVIDENCE RI)
RI
09/14/2012 - 10/29/2020
AMERIPRISE FINANCIAL SERVICES, LLC (PROVIDENCE RI)
RI
06/01/2009 - 09/27/2012
MORGAN STANLEY SMITH BARNEY (PROVIDENCE RI)
RI
11/10/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PROVIDENCE RI)
MA
06/10/2004 - 11/13/2006
A. G. EDWARDS & SONS, INC. (BOSTON MA)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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