Unclaimed
Salvatore Anthony Merlino is a Registered Representative with Needham & Company, LLC, a leading financial services firm. Salvatore has been in the securities industry since 2002 and has a broad range of experience. He is licensed to provide investment advice in multiple states, including New York, California, and Illinois. Salvatore is committed to providing clients with personalized financial advice and guidance.
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.
Securities research
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.
Pursuant to csa agreements
1
2
NY
12/12/2002 - Present
Needham & Company, LLC (NEW YORK NY)
NJ
05/29/2002 - 09/27/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NY
05/25/2001 - 11/13/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 06/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/22/2004
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/30/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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