Unclaimed
Sal Gianfortune is a financial advisor with Truist Advisory Services, Inc., a registered investment advisor with the Securities and Exchange Commission (SEC). Sal has been in the financial services industry since 1993. Sal is registered as an investment advisor in Florida, Louisiana and Texas. Sal Gianfortune is also registered as a broker-dealer in 28 states and is licensed to provide financial planning and portfolio management services for individuals and businesses. Sal is committed to helping clients reach their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/06/2023 - Present
Truist Advisory Services, Inc. (MERRITT ISLAND FL)
FL
04/22/2010 - 08/04/2016
PNC INVESTMENTS (INDIALANTIC FL)
FL
11/15/2004 - 04/07/2010
SUNTRUST INVESTMENT SERVICES, INC. (COCOA FL)
NY
11/15/2001 - 10/06/2004
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
08/22/2001 - 10/31/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
06/30/2000 - 08/22/2001
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
CA
07/05/2000 - 09/13/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
03/05/1993 - 06/26/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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