Unclaimed
Violeta B. Salud is a financial advisor with over 37 years of experience in the industry. She is currently registered with Osaic Wealth, Inc. Violeta has held positions at a number of firms including Securities America, Inc., Investcorp, Inc., and Allen & Company of Florida, Inc. Her experience includes working with a variety of clients, including individuals, businesses, and pension plans. Violeta has a strong track record of success in providing financial advice and helping her clients 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.
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
FL
01/29/2025 - Present
Osaic Wealth, Inc. (LAKE WALES FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE WALES FL)
FL
07/28/2010 - 07/17/2020
INVESTACORP, INC. (LAKE WALES FL)
FL
10/30/2009 - 07/29/2010
ALLEN & COMPANY OF FLORIDA, INC. (LAKE WALES FL)
FL
09/09/1988 - 11/02/2009
INVESTACORP, INC. (LAKE WALES FL)
NA
11/20/1985 - 03/29/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 12/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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