Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Lavely is a financial professional with over 30 years of experience in the industry. Salvatore has a broad range of experience and holds several licenses and certifications, including Series 6, 7, 24, 51 and 66. Salvatore currently works with Gibbs Wealth Management, LLC, a firm with a strong focus on individual and institutional clients. Salvatore's previous experience includes working with PRUCO SECURITIES, LLC., NYLIFE SECURITIES LLC, ALLSTATE FINANCIAL SERVICES, LLC and MML INVESTORS SERVICES, INC. Salvatore's specializations include Retirement Planning, Investment Advisory and Financial Planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
GA
04/08/2024 - Present
Gibbs Wealth Management, LLC (ALPHARETTA GA)
KS
12/01/2020 - 02/02/2024
PRUCO SECURITIES, LLC. (Overland Park KS)
KS
07/28/2014 - 10/12/2020
PRUCO SECURITIES, LLC. (Overland Park KS)
FL
10/07/2013 - 02/07/2014
NYLIFE SECURITIES LLC (SUNRISE FL)
FL
10/27/2008 - 08/08/2012
ALLSTATE FINANCIAL SERVICES, LLC (PLANTATION FL)
KS
07/01/1994 - 08/28/2008
MML INVESTORS SERVICES, INC. (OVERLAND PARK KS)
NJ
06/09/1983 - 07/18/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 04/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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