Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Ponzo is a financial advisor with Wells Fargo Clearing Services, LLC. Salvatore has been in the industry since July 1994 and has a strong track record of helping clients achieve their financial goals. Salvatore holds the Series 31, Series 55, Series 63, Series 65, and Series 7 licenses, demonstrating expertise in a variety of financial areas. Salvatore offers financial planning and portfolio management services for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
FL
07/14/2016 - Present
Wells Fargo Clearing Services, LLC (TAMPA FL)
FL
11/13/2002 - 04/28/2008
GARDEN STATE SECURITIES, INC. (SEMINOLE FL)
NY
06/05/1995 - 08/01/2002
ROBERT M. COHEN & CO., INC. (GREAT NECK NY)
NY
09/12/1994 - 05/23/1995
VTR CAPITAL, INC. (NEW YORK NY)
NA
03/14/1994 - 09/21/1994
J. GREGORY & COMPANY, INC.
IA
Issued 05/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/14/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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