Unclaimed
Salvatore Fiorentino is a financial professional with over 30 years of experience in the financial services industry. Salvatore currently works at Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in a variety of states. Salvatore has a wide range of experience including working with individuals, businesses, and institutions. Salvatore is committed to providing clients with the highest level of service and helping them 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.
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.
Investment consulting services to institutional clients
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
FL
02/11/2020 - Present
Wells Fargo Clearing Services, LLC (Boynton Beach FL)
NY
06/01/2009 - 09/05/2019
MORGAN STANLEY (PEARL RIVER NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PEARL RIVER NY)
NY
07/29/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PEARL RIVER NY)
MO
07/01/2003 - 07/29/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/03/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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