Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Salvatore is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jill has been in the financial industry since 2008 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Jill is registered in Florida, Georgia, New Jersey, and New York. Jill has passed the Series 7, Series 63, Series 66, and SIE exams. Jill specializes in providing investment consulting services to institutional clients and financial planning.
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
FL
02/22/2023 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
FL
01/11/2023 - 01/31/2023
BCI SECURITIES, INC. (Coral Gables FL)
NY
10/09/2017 - 07/26/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
08/16/2016 - 09/28/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/25/2011 - 08/01/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
FL
04/06/2011 - 10/17/2011
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
07/19/2010 - 03/24/2011
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
NA
07/18/1989 - 01/07/1993
LEHMAN BROTHERS INC.
BOTH
Issued 06/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2010
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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