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F. Frank Salvatore
F. Frank Salvatore
Financial Advisor
Guided Portfolio Manager
One Citizens Plaza
Suite 600
Providence, RI 02903
tel: 401-276-5961
toll free: 800-556-7757
fax: 401-861-2470
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • BS Economics, 1985
    University of Pennsylvania, Wharton School
    Philadelphia, PA
  • MBA Finance, 2005
    Bryant University
    Smithfield, RI
  • Guided Portfolio Management Program
  • Exchange - Traded Fund Management Program
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Rhode Island and Massachusetts Licensed Insurance Agent
Associations
  • Meetinghouse Preservation Committee
  • Wharton School Alumni Club of Boston
  • Meals on Wheels - Hessco
  • Sharon Youth Baseball & Soccer
  • National Italian American Sports Hall of Fame
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Retirement Planning
  • Wealth Management
Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
  • Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
F. Frank Salvatore is licensed in the following state(s): CA, CT, FL, GA, IN, MA, NH, NJ, NY, RI, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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