Invested Better
Unclaimed

Unclaimed

Unclaimed

Salvatore Stephen Vero

LPL Financial LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Salvatore? Claim Your Profile

About Salvatore Stephen Vero

Salvatore Vero is an investment advisor representative associated with LPL Financial LLC. Salvatore has been in the securities industry for over 30 years and has worked with firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC of America Investment Services, Inc. Salvatore is registered with the state of South Carolina and has passed several exams including Series 65, Series 63, Series 14, Series 53, Series 4, Series 24, Series 8, Series 52TO, Series 57TO, SIE, Series 3, Series 55, and Series 7. Salvatore's specializations include financial planning, pension consulting, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services.

Firm Information

Salvatore Vero is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Salvatore Vero’s Registration & Firm History

SC

01/10/2024 - Present

LPL Financial LLC (FORT MILL SC)

NC

10/23/2009 - 09/03/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

07/17/2007 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NY

08/31/2006 - 10/06/2006

MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)

NY

05/04/2006 - 09/01/2006

GENERIC TRADING OF PHILADELPHIA, LLC (NEW YORK NY)

NY

10/07/2003 - 05/12/2006

CARLIN EQUITIES, LLC (NEW YORK NY)

NY

10/29/1999 - 10/18/2001

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

NY

06/05/1998 - 10/21/1999

SPEAR, LEEDS & KELLOGG (NEW YORK NY)

NY

12/21/1997 - 05/04/1998

JEFFERIES & COMPANY, INC. (NEW YORK NY)

NY

06/01/1992 - 12/15/1997

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NA

05/15/1991 - 06/01/1992

CITICORP FINANCIAL SERVICES,INC.

NJ

04/27/1990 - 10/30/1990

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

01/10/1989 - 05/15/1989

BEAR, STEARNS & CO. INC.

Not sure if Salvatore Stephen Vero is right for you?

Licenses & Designations

IA

Issued 06/18/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/2012

Series 14 - Compliance Officer Examination

BC

Issued 06/11/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/16/2009

Series 4 - Registered Options Principal Examination

BC

Issued 11/19/2003

Series 24 - General Securities Principal Examination

BC

Issued 05/14/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2010

Series 3 - National Commodity Futures Examination

BC

Issued 04/30/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Salvatore Stephen Vero.
Not sure if Salvatore Stephen Vero is right for you?