Nicholas SalvettiCRD Number: 3041176
Current Firm: Raymond James Financial Services Advisors, Inc.
Nicholas Salvetti (CRD# 3041176) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Stockton, CA and has over 24 years of experience in the finance industry. Nicholas Salvetti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Avantax Advisory Services
Avantax Advisory Services
J.p. Morgan Securities LLC
|Central Valley Advisors Dba The Salvetti Group||Stockton, CA||Mar 2014 - Current||8|
|Raymond James Financial Services Advisors Inc.||Sacramento, CA||Mar 2014 - Current||8|
|Raymond James Financial Services, Inc.||Stockton, CA||Feb 2014 - Current||8|
|Bank Of America, N.a.||Stockton, CA||Sep 2009 - Feb 2014||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Stockton, CA||Feb 2005 - Feb 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||May 1998|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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