Unclaimed
Salvatore Joseph Petralia is a financial advisor with LPL Financial LLC. Salvatore Joseph Petralia has been in the financial industry since January 18, 1988. He is registered with the state of Florida as a Broker-Dealer and Investment Adviser Representative. Salvatore Joseph Petralia is also registered with the state of Massachusetts as a Broker-Dealer and Investment Adviser Representative. Salvatore Joseph Petralia is a Certified Financial Planner. Salvatore Joseph Petralia has previously worked for Smith Barney Inc., Lehman Brothers Inc., and E. F. Hutton & Company 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
FL
01/10/2006 - Present
LPL Financial LLC (NAPLES FL)
NY
07/31/1993 - 07/27/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/19/1988 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1988
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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