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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Salvaggio is a Registered Representative and Investment Advisor Representative with Osaic Institutions, Inc.. John has been in the industry since January 21, 1988 and is active in both Massachusetts and Connecticut. John has a strong background in the financial services industry, with extensive experience in investment advisory and brokerage services. John specializes in financial planning, portfolio management, and educational seminars. John has worked with numerous clients, including corporations, high-net-worth individuals, and charitable organizations. John is committed to providing his clients with personalized financial advice and solutions.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
MA
05/02/2011 - Present
Osaic Institutions, Inc. (BOSTON MA)
MA
08/01/2007 - 10/22/2009
CCO INVESTMENT SERVICES CORP. (BRIGHTON MA)
CT
11/28/2006 - 07/18/2007
FIRST DUNBAR SECURITIES CORPORATION (EAST BERLIN CT)
MA
08/25/1998 - 11/08/2006
INVESTORS CAPITAL CORP. (TOPSFIELD MA)
SC
06/27/1994 - 08/19/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
05/08/1990 - 07/05/1994
INVESTACORP, INC. (MIAMI FL)
NA
08/16/1989 - 08/20/1990
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
01/07/1988 - 05/13/1988
WINTHROP SECURITIES CO., INC.
NA
04/23/1986 - 01/20/1988
DEAN WITTER REYNOLDS INC.
NA
03/15/1985 - 12/12/1985
UR FINANCIAL, INC., A CALIFORNIA CORPORATION
IA
Issued 01/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1986
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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