Unclaimed
Salvatore Saetta is a financial advisor at Wells Fargo Advisors Financial Network, LLC, based in New York, NY. Salvatore has been a registered financial advisor for over 15 years, and has worked with numerous clients throughout the years. Salvatore has a proven track record of working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Salvatore is committed to providing his clients with personalized financial advice that meets their unique needs. Salvatore can assist in building financial plans, portfolio management, and providing investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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
NY
09/21/2018 - Present
Wells Fargo Advisors Financial Network, LLC (NEW YORK NY)
NY
02/28/2013 - 09/27/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/01/2010 - 03/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
09/29/2009 - 01/14/2010
MML INVESTORS SERVICES, INC. (NEW YORK NY)
NY
07/20/2009 - 07/22/2009
H.D. VEST INVESTMENT SERVICES (WHITE PLAINS NY)
NY
05/29/2009 - 07/02/2009
ING FINANCIAL PARTNERS, INC. (WHITE PLAINS NY)
NY
10/31/2008 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (KINGSTON NY)
NY
06/10/2008 - 10/17/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
IA
Issued 01/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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