Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Bonetti is a financial advisor with over 20 years of experience in the industry. Salvatore is currently registered with Insight Folios in Charlotte, North Carolina. Salvatore has been registered with various firms in the past including MML Investors Services, LLC, MSI Financial Services, Inc., Morgan Stanley, and Raymond James Financial Services, Inc. Salvatore is also a Chartered Financial Consultant. Salvatore specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
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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2
NC
05/26/2021 - Present
Insight Folios (CHARLOTTE NC)
ME
03/25/2017 - 06/02/2021
MML INVESTORS SERVICES, LLC (FALMOUTH ME)
ME
02/09/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FALMOUTH ME)
ME
06/01/2009 - 01/26/2015
MORGAN STANLEY (PORTLAND ME)
ME
06/04/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PORTLAND ME)
ME
08/01/2006 - 06/05/2008
MULTI-FINANCIAL SECURITIES CORPORATION (PORTLAND ME)
ME
09/20/2005 - 08/02/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SOUTH PORTLAND ME)
WI
02/13/2002 - 09/26/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 10/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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