Unclaimed
Salvatore Calio is a financial advisor with Fidelity Personal And Workplace Advisors. Salvatore holds a Series 7TO and Series 66 licenses, as well as the Securities Industry Essentials Examination. He is a Certified Financial Planner. Salvatore has been in the industry for 11 years. Salvatore specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Salvatore is registered in 14 states including California, Connecticut, Delaware, Florida, Georgia, Illinois, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia.
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.
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.
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.
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2
NY
11/15/2022 - Present
Fidelity Personal AND Workplace Advisors (GARDEN CITY NY)
BOTH
Issued 05/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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