Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Viso is a financial advisor with over 25 years of experience in the industry. Salvatore has worked with clients on a variety of financial needs, including financial planning, retirement planning, and investment management. Salvatore is a Registered Representative and Investment Advisor Representative currently registered with Osaic Wealth, Inc. and previously worked with Financial West Group. Salvatore has a wide range of licenses and certifications including Series 6, 7, 24, 63, and 66. Salvatore is committed to providing personalized financial advice and guidance 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.
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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2
CA
09/26/2024 - Present
Osaic Wealth, Inc. (THOUSAND OAKS CA)
NV
07/23/1996 - 08/09/2001
FINANCIAL WEST GROUP (RENO NV)
BOTH
Issued 12/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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