Unclaimed
Salvatore Vindigni is a financial advisor with over 25 years of experience in the industry. Salvatore currently works at Morgan Stanley, and has previously worked at several other firms including Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and Charles Schwab & Co., Inc. Salvatore has a broad range of experience and holds several licenses, including Series 7, 24, 63, 79TO and 99TO. Salvatore is a highly experienced advisor who can assist with a variety of financial needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/03/2010 - Present
Morgan Stanley (New York NY)
NJ
12/01/2009 - 05/03/2010
MORGAN STANLEY & CO. INCORPORATED (JERSEY CITY NJ)
NJ
06/01/2009 - 12/02/2009
MORGAN STANLEY SMITH BARNEY (JERSEY CITY NJ)
NJ
04/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERSEY CITY NJ)
NJ
04/02/2007 - 04/02/2008
MORGAN STANLEY & CO., INCORPORATED (JERSEY CITY NJ)
NJ
07/18/2006 - 04/02/2007
MORGAN STANLEY DW INC. (JERSEY CITY NJ)
MA
10/20/2004 - 09/15/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/05/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NE
06/04/1996 - 12/07/2001
NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)
NA
04/19/1996 - 04/26/1996
CHEMICAL INVESTMENT SERVICES CORP.
TX
01/22/1996 - 04/23/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/22/1993 - 02/02/1995
D. H. BLAIR & CO., INC. (NEW YORK NY)
BC
Issued 03/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2004
Series 4 - Registered Options Principal Examination
BC
Issued 12/01/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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