Unclaimed
Jennifer Salvato is an investment advisor representative with Cetera Investment Advisers LLC in KATY, TX. Jennifer has been in the financial services industry for over 6 years, and has experience working with individuals, corporations, and other businesses. Jennifer is a registered representative in Texas and 12 other states, and is also a registered investment advisor in Texas. Jennifer holds the Series 7, Series 66, and SIE licenses. Jennifer has previously worked for First Allied Securities, Inc. and First Allied Advisory Services, Inc.
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.
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
11/12/2020 - Present
Cetera Investment Advisers LLC (KATY TX)
TX
10/24/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BROOKSHIRE TX)
BOTH
Issued 03/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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