Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Joseph Trombetta is a financial advisor with over 37 years of experience in the industry. Salvatore is currently registered with Raymond James Financial Services Advisors, Inc. and has a Series 7, Series 31, and Series 63 license. Salvatore is a registered investment advisor in Connecticut and Texas. Salvatore has also been registered in 20 other states. Salvatore provides portfolio management for individuals and businesses, financial planning, and pension consulting services. In addition to his current role at Raymond James Financial Services Advisors, Inc., Salvatore is also an independent contractor for Boston Harbor Wealth Advisors and an owner of The IST Group.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
02/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Fairfield CT)
CT
06/01/2009 - 03/02/2021
MORGAN STANLEY (FAIRFIELD CT)
CT
11/14/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRFIELD CT)
CT
08/21/1984 - 11/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)
BC
Issued 03/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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