Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Lombardi is a financial professional with over 25 years of experience in the financial services industry. Salvatore has a broad range of experience and currently holds licenses with the state of Massachusetts. Salvatore is a registered representative of Ameritas Advisory Services, LLC and has been with the firm since September 2022. Previously, Salvatore worked for MML Investors Services, LLC, Securian Financial Services, Inc., AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Pruco Securities Corporation, and The Lincoln National Life Insurance Company. Salvatore provides a wide range of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting. 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.
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.
Solicitor fees
1
2
MA
10/11/2022 - Present
Ameritas Advisory Services, LLC (WESTBOROUGH MA)
MA
05/12/2006 - 01/08/2013
MML INVESTORS SERVICES, LLC (WESTBOROUGH MA)
RI
01/21/2005 - 04/03/2006
SECURIAN FINANCIAL SERVICES, INC. (WARWICK RI)
NY
06/21/1999 - 01/06/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/21/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NJ
05/07/1997 - 06/18/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IN
06/14/1995 - 04/18/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/14/1995 - 04/18/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 02/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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