Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Diciaccio has been in the financial services industry since 1989. Salvatore is currently registered with LPL Financial LLC and has a history of working with INVEST FINANCIAL CORPORATION, FIRST MONTAUK SECURITIES CORP., CITICORP INVESTMENT SERVICES, CIGNA SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and THOMAS JAMES ASSOCIATES, INC.. Salvatore is a licensed investment advisor representative and holds the Series 7, Series 24, Series 63, and Series 65 licenses, as well as the SIE designation. Salvatore focuses on providing consulting and other non-discretionary advisory services, financial planning, pension consulting, 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.
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
04/07/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
09/13/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (ROCHESTER NY)
NY
04/20/1994 - 10/05/2007
FIRST MONTAUK SECURITIES CORP. (ROCHESTER NY)
NY
06/01/1993 - 04/18/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
PA
07/18/1990 - 06/14/1993
CIGNA SECURITIES, INC. (RADNOR PA)
MN
02/02/1989 - 07/13/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/02/1989 - 07/13/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/19/1988 - 11/19/1988
THOMAS JAMES ASSOCIATES, INC.
IA
Issued 07/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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