Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gianni? Claim Your ProfileGianni Salamone is a financial advisor with over 25 years of experience in the industry. Gianni is currently registered with Fidelity Personal and Workplace Advisors, located in Westlake, TX. Prior to joining Fidelity Personal and Workplace Advisors, Gianni was affiliated with Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Gianni has Series 6, 7, 9, 10, 63, and 66 securities licenses, as well as a SIE. Gianni specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
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.
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.
1
2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
04/26/2011 - 07/16/2013
CHARLES SCHWAB & CO., INC. (SOUTHLAKE TX)
TX
05/07/1998 - 04/01/2011
FIDELITY BROKERAGE SERVICES LLC (DALLAS TX)
RI
01/01/1997 - 05/07/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 01/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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