Unclaimed
Salvatore Vaccaro is an investment advisor representative at Fidelity Personal And Workplace Advisors. Salvatore has been in the industry for over 6 years and is licensed in 53 states. Salvatore specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Prior to joining Fidelity Personal And Workplace Advisors, Salvatore was a financial advisor at Edward Jones, Wells Fargo Clearing Services, LLC and Morgan Wilshire Securities, Inc. Salvatore is dedicated 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.
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.
1
2
NY
07/08/2024 - Present
Fidelity Personal AND Workplace Advisors (MINEOLA NY)
MO
03/04/2024 - 05/13/2024
EDWARD JONES (ST. LOUIS MO)
FL
07/20/2023 - 10/04/2023
WELLS FARGO CLEARING SERVICES, LLC (WESLEY CHAPEL FL)
FL
05/26/2021 - 06/08/2023
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
NY
12/12/2019 - 03/08/2021
MORGAN WILSHIRE SECURITIES, INC. (GARDEN CITY NY)
BOTH
Issued 03/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Salvatore Vaccaro is the right advisor for you? Invested Better is here to help.