Unclaimed
Salvatore Sebastian Motta is a financial advisor with over 15 years of experience in the financial services industry. Salvatore is currently registered with Gateway Wealth Partners, LLC and is licensed to provide investment advisory services in Connecticut. Salvatore also has previous experience with National Planning Corporation, Next Financial Group, Inc., and Ameriprise Financial Services, Inc. Salvatore specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Salvatore is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
04/05/2023 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
CT
05/10/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (GLASTONBURY CT)
CT
04/14/2010 - 05/13/2013
NEXT FINANCIAL GROUP, INC. (LEBANON CT)
CT
07/18/2007 - 04/20/2010
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
BOTH
Issued 09/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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