Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Sereno is a registered investment advisor representative with Fidelity Personal and Workplace Advisors, Salvatore has been in the securities industry for over three years. Salvatore is also a registered investment advisor in Connecticut and Texas. Salvatore has Series 7, SIE, and 66 licenses as well as Series 63. Prior to working at Fidelity, Salvatore was employed at National Securities Corporation and also served as a student worker at Sacred Heart University. Salvatore is a part of the Fairfield, CT office of Fidelity. Salvatore specializes in providing portfolio management for individuals and businesses, financial planning, educational seminars, and selection of other advisors.
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.
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.
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CT
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (FAIRFIELD CT)
CT
09/26/2017 - 06/08/2020
NATIONAL SECURITIES CORPORATION (SOUTH NORWALK CT)
BOTH
Issued 08/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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