Salvatore Veltri, financial advisor Elgin IL
83 score

Salvatore Veltri

CRD Number: 3080833
Current Firm: Plante Moran Financial Advisors

Salvatore Veltri (CRD# 3080833) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Elgin, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Plante & Moran Financial Advisors Elgin, IL May 2004 - Current 12
Plante & Moran Pllc Elgin, IL May 2004 - Current 12
Valmark Securites, Inc. Akron, OH Dec 2004 - Dec 2008 4
Plante Moran Insurance Agency Services, LLC Southfield, MI Jul 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Aug 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Salvatore A. Veltri
Phone Number: 248-223-3400
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    12,400
    MILLIONS
  • Total Number of Accounts
    2,465
    ACCOUNTS
  • Average Account Value
    $5,030,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
83

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