Unclaimed
Salvatore Mondello is a registered representative with Equity Services, Inc., an investment firm based in Montpelier, Vermont. Salvatore has been in the financial services industry for over 30 years and has extensive experience working with a variety of clients, including individuals, corporations, pension plans, and charitable organizations. Salvatore is currently registered in 10 states, including Florida, New York, Connecticut, New Jersey, Pennsylvania, South Carolina, Massachusetts, and Montana. Salvatore holds several professional licenses and designations, including the Series 7, Series 66, and Series 27 exams. Salvatore is dedicated to providing comprehensive financial advice and investment management services to help clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/22/2021 - Present
Equity Services, Inc. (NEW YORK NY)
NY
11/05/2013 - 05/29/2019
HORNOR, TOWNSEND & KENT, LLC (UNIONDALE NY)
NY
11/08/2006 - 11/14/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)
NY
11/07/2003 - 11/09/2006
HORNOR, TOWNSEND & KENT, INC. (UNIONDALE NY)
FL
01/29/2003 - 11/07/2003
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
NY
12/20/2000 - 02/19/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/14/1993 - 10/18/1999
INTERCAPITAL SECURITIES, INC. (NEW YORK NY)
NA
09/22/1994 - 07/17/1996
INTERCAPITAL EMERGING MARKETS, INC.
NA
04/17/1991 - 08/04/1992
FUNDAMENTAL BROKERS
NA
08/11/1987 - 09/01/1989
FUNDAMENTAL BROKERS INC.
BOTH
Issued 03/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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