Unclaimed
Salvatore Asta is a financial advisor with Bleakley Financial Group, LLC. Salvatore has over 20 years of experience in the financial services industry. Salvatore is also registered as an Investment Advisor Representative in New Jersey.
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.
Non-investment consulting/implementation 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.
A percentage of the total value of assets under management is charged.
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2
NJ
07/15/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NY
12/15/2011 - 04/27/2015
CLARK DODGE & CO., INC. (WHITE PLAINS NY)
NY
09/02/2011 - 11/30/2011
METLIFE SECURITIES INC. (PEARL RIVER NY)
NY
09/02/2008 - 10/14/2009
GFA SECURITIES, LLC (NEW YORK NY)
NJ
10/05/2006 - 12/19/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN ROCK NJ)
NY
10/22/1999 - 11/01/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/24/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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