Unclaimed
Salvadore Robert Salvo has been in the financial industry since 1974. Salvadore is currently registered with Summit Financial, LLC and is actively involved in providing investment advice and financial planning services. Previously, Salvadore has held positions at various firms, including Summit Equities, Inc., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Salvadore is a licensed user of the Donor Motivation Program and is also the president and owner of Salvo and Companies, Inc. Salvadore is a board member of Legatus and a member of the Gift Planning Counsel of NJ. Salvadore is a registered representative with FINRA and is registered in 24 states, including New Jersey, New York, and California.
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.
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
NJ
01/03/2019 - Present
Summit Financial, LLC (PARSIPPANY NJ)
NJ
10/22/1982 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
MA
01/02/1988 - 04/20/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
04/26/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
10/04/1973 - 06/09/1982
CG EQUITY SALES COMPANY
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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