Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Licata is an Investment Advisor Representative at Rockline Wealth Management LLC. Salvatore Licata is licensed in New York. Salvatore Licata has been working in the financial industry since 2014 and is a Series 65 and Series 66 licensed professional. Rockline Wealth Management LLC is a registered investment advisor with the SEC. The firm specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
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.
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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NY
06/20/2024 - Present
Rockline Wealth Management LLC (ISLIP TERRACE NY)
IA
Issued 06/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/01/2023
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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