Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Bocchimuzzo is a financial advisor with over 30 years of experience in the financial services industry. Salvatore is a CERTIFIED FINANCIAL PLANNER™ professional and a registered representative of LPL Financial LLC. Salvatore provides a wide range of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning. Salvatore is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
06/01/2022 - Present
LPL Financial LLC (KINGSTON NY)
NY
03/02/2006 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (KINGSTON NY)
NY
05/03/1993 - 02/01/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (ALBANY NY)
MN
04/08/1991 - 04/27/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/08/1991 - 04/27/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
09/14/1990 - 03/26/1991
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 10/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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