Unclaimed
Salvatore Anthony Tiano is a financial advisor with over 30 years of experience in the industry. Salvatore currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to joining Merrill Lynch, Salvatore worked for J.P. MORGAN SECURITIES LLC, First Republic Securities Company, LLC, and Smith Barney, Harris Upham & Co., Incorporated. Salvatore is registered to provide investment advice in 53 states, as well as in Puerto Rico and the Virgin Islands.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
04/19/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH GARDENS FL)
FL
09/29/2023 - 04/20/2024
J.P. MORGAN SECURITIES LLC (Jupiter FL)
FL
01/15/2020 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Jupiter FL)
FL
01/03/1991 - 01/21/2020
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
NY
06/20/1989 - 02/05/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 02/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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