Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Capizzi is an investment advisor representative with Dunham & Associates Investment Counsel, Inc. Salvatore has been working in the securities industry since 1985. Prior to joining Dunham & Associates, Salvatore worked at various firms, including THOMASLLOYD CAPITAL LLC, NYLIFE DISTRIBUTORS LLC, BLACKROCK INVESTMENTS, INC., BHCM INC., SMITH BARNEY SHEARSON INC., and LEHMAN BROTHERS INC. Salvatore holds the following licenses: Series 6, 7, 22, 24, 63 and SIE. Salvatore's firm specializes in portfolio management for individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Asset-allocation 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/16/2008 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
NY
11/18/2005 - 01/02/2008
THOMASLLOYD CAPITAL LLC (PLEASANTVILLE NY)
NJ
11/12/2003 - 09/24/2004
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
12/18/1995 - 11/18/2002
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
TX
03/06/1995 - 11/21/1995
BHCM INC. (HOUSTON TX)
NY
07/31/1993 - 04/06/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
10/27/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/20/1982 - 10/28/1987
CIGNA SECURITIES, INC.
BC
Issued 05/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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