Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Leone Jr. is a financial advisor with TD Private Client Wealth LLC. Salvatore has been in the financial industry since 2004. Salvatore has a variety of experience working at firms like Morgan Stanley, E*TRADE Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and David Lerner Associates, Inc. Salvatore holds the Series 7, Series 9, Series 10, Series 24, Series 55, and Series 63 securities licenses, and the Series 65 investment advisor license. Salvatore specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/23/2024 - Present
TD Private Client Wealth LLC (Ramsey NJ)
NJ
01/22/2016 - 08/18/2023
E*TRADE SECURITIES LLC (MORRISTOWN NJ)
NJ
01/03/2023 - 08/17/2023
MORGAN STANLEY (Morristown NJ)
NJ
06/21/2013 - 02/01/2016
MORGAN STANLEY (SHORT HILLS NJ)
NJ
08/15/2011 - 06/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE NJ)
NJ
11/09/2010 - 07/25/2011
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
NY
02/17/2005 - 03/21/2005
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
NY
06/21/2001 - 02/14/2005
SWM SECURITIES, INC. (NEW YORK NY)
NY
02/22/2000 - 06/12/2001
MONARCH FINANCIAL CORPORATION OF AMERICA (NEW YORK NY)
NJ
02/26/1999 - 02/14/2000
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IN
02/26/1999 - 12/31/1999
CONSECO SECURITIES, INC. (CARMEL IN)
PA
04/22/1998 - 03/21/1999
FIRST SUMMIT SECURITIES, INC. (STROUDSBURG PA)
IA
Issued 09/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/02/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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