Salvatore Amalfitano (CRD# 5213956) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services, Inc. | Weehawken, NJ | May 2023 - Current | 1 |
E*trade Capital Management LLC | New York, NY | Feb 2020 - May 2023 | 3 |
E*trade Securities LLC | New York, NY | Feb 2020 - May 2023 | 3 |
E*trade Capital Management LLC | Jersey City, NJ | Apr 2018 - Feb 2020 | 1 |
E*trade Securities LLC | Jersey City, NJ | Nov 2017 - Feb 2020 | 2 |
Ubs Financial Services Inc. | Weehawken, NJ | Oct 2016 - Sep 2017 | < 1 |
E*trade Financial | Jersey City, NJ | Jul 2015 - Aug 2016 | 1 |
J.p. Morgan Clearing Corp. | Brooklyn, NY | Oct 2008 - Jul 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- NJ
- NY
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
-
Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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