Unclaimed
Salvatore Muccio is a financial professional with over 30 years of experience in the industry. Salvatore is currently registered with LPL Financial LLC and has been with the firm since September 2018. Prior to joining LPL Financial, Salvatore worked at HD Vest Investment Services for over 26 years. Salvatore is licensed to provide financial services in Florida, Massachusetts, New Hampshire, and South Carolina. He holds Series 6, 63, and SIE licenses. Salvatore specializes in providing financial services to individuals, businesses, and pension and profit-sharing plans.
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
MA
09/13/2018 - Present
LPL Financial LLC (WALTHAM MA)
MA
08/03/1992 - 09/21/2018
HD VEST INVESTMENT SERVICES (WOBURN MA)
BC
Issued 07/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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