Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Alfred Mondello is a financial advisor currently registered with Avantax Advisory Services. Salvatore has been in the financial industry since 2011 and holds licenses to provide investment advice and insurance services in several states. Salvatore focuses on providing clients with investment guidance, retirement planning, estate planning, and college planning. Salvatore is also a registered representative of Avantax Investment Services, Inc. and an insurance agent with Avantax Insurance Agency, LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/11/2023 - Present
Avantax Advisory Services (DALLAS TX)
MA
12/15/2015 - 10/11/2023
CITIZENS SECURITIES, INC. (FAIRHAVEN MA)
MA
12/15/2011 - 12/01/2015
NYLIFE SECURITIES LLC (HYANNIS MA)
BOTH
Issued 01/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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