Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Mazzola is a financial advisor associated with Edelman Financial Engines. Salvatore has been in the industry since 2000 and has experience working with both individuals and businesses. Salvatore's areas of expertise include Financial Planning, Pension Consulting, and Portfolio Management. Salvatore is licensed in New York, Florida, and Texas and is registered as a Registered Investment Advisor.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NY
11/30/2016 - Present
Edelman Financial Engines (ROCHESTER NY)
NY
03/22/2010 - 11/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
NY
08/10/2000 - 09/30/2008
ALLSTATE FINANCIAL SERVICES, LLC (PITTSFORD NY)
IA
Issued 04/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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