Unclaimed
Salvatore Mortillaro is a financial advisor with Fisher Investments. Salvatore has been in the financial services industry since 2016. Salvatore has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Salvatore is registered as an Investment Advisor Representative in Texas and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/13/2017 - Present
Fisher Investments (PLANO TX)
FL
07/12/2016 - 09/09/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT MYERS FL)
IA
Issued 06/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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