Unclaimed
Salvatore Picciallo is a financial advisor with over 13 years of experience in the financial services industry. Salvatore is currently registered with Strategic Blueprint, LLC in Staten Island, NY. Salvatore is also registered as an Investment Advisor Representative (IAR) in New York. Prior to joining Strategic Blueprint, LLC, Salvatore worked as a financial advisor for LPL Financial LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp., Salvatore holds Series 7 and 66 securities licenses and the SIE exam. Salvatore's areas of expertise include financial planning, portfolio management, and pension consulting.
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.
Family office 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.
Family office fees, endorsements
1
2
NY
11/22/2021 - Present
Strategic Blueprint, LLC (Staten Island NY)
NY
10/16/2020 - 12/17/2021
LPL FINANCIAL LLC (STATEN ISLAND NY)
NY
10/01/2012 - 10/27/2020
J.P. MORGAN SECURITIES LLC (STATEN ISLAND NY)
NY
01/20/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (STATEN ISLAND NY)
NY
09/30/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STATEN ISLAND NY)
NJ
01/15/2007 - 09/29/2008
UBS FINANCIAL SERVICES INC. (EDISON NJ)
BOTH
Issued 04/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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