Unclaimed
Salvatore Dispenziere is a financial advisor with LPL Financial LLC and has been in the industry since 2001. Salvatore is registered with FINRA and the state of New Jersey, and has Series 7, 63, 66 and 24 licenses. Salvatore has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Salvatore's expertise includes financial planning, portfolio management, and retirement planning. Salvatore has held previous positions with Sagepoint Financial, Inc. and Cadaret, Grant & Co., Inc..
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.
1
2
NJ
01/07/2020 - Present
LPL Financial LLC (SPARTA NJ)
NJ
01/15/2016 - 01/14/2020
SAGEPOINT FINANCIAL, INC. (SPARTA NJ)
NJ
07/06/2005 - 02/12/2016
CADARET, GRANT & CO., INC. (SPARTA NJ)
CA
10/08/2001 - 07/08/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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