Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvador? Claim Your ProfileSalvador Freitas Lancaster has been in the financial services industry since September 1994. Salvador is currently registered with Morgan Stanley, a broker-dealer and investment adviser, in the state of California. Salvador is also registered with the firm as an investment adviser representative in the state of Texas. Salvador has also been registered with other firms in the past, including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Great Western Financial Securities Corporation, Torrey Pines Securities, Inc., and Chatfield Dean & Co., Inc. Salvador has passed several securities exams, including the Series 63, the SIE, and the Series 7. Salvador has been registered in many states, including Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Nevada, New York, North Dakota, Texas, Virginia, Wisconsin, and Wyoming. Salvador provides a variety of financial services to individual clients, including financial planning, asset allocation advice, selection of other advisors, and portfolio management. Salvador specializes in serving high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and investment clubs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
01/11/2011 - Present
Morgan Stanley (San Diego CA)
CA
04/30/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
CA
10/30/1997 - 05/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
CA
11/09/1994 - 10/03/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
10/07/1994 - 10/31/1994
TORREY PINES SECURITIES, INC. (SAN DIEGO CA)
CO
07/21/1994 - 09/13/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 07/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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