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Salvatore John Ferrito

Planvision, LLC

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About Salvatore John Ferrito

Salvatore Ferrito is a registered investment advisor representative with Planvision, LLC. Salvatore is a licensed advisor in Wisconsin. Salvatore's firm specializes in providing financial planning services, and podcasts. Salvatore has worked as a licensed investment advisor representative for over 8 years.

Firm Information

Salvatore Ferrito is currently registered with Planvision, LLC. Planvision, LLC is a registered investment advisor with 3 investment adviser representatives. They offer financial planning and other services, including podcasts, and primarily serve high-net-worth individuals. The firm's website is http://www.planvisionclients.com. They are registered with the SEC under number 801-112729.

Not reported

Assets Under Management

5,003

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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podcasts

Podcasts

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Salvatore Ferrito’s Registration & Firm History

NC

04/04/2024 - Present

Planvision, LLC (FUQUAY-VARINA NC)

WI

01/19/2024 - 03/29/2024

OSAIC WEALTH, INC. (WAUKESHA WI)

WI

09/01/2016 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (WAUKESHA WI)

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Licenses & Designations

BOTH

Issued 10/04/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Salvatore John Ferrito.
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