Best Investors Account Sign in
Inactive

Salvatore John Ferrito

Planvision, LLC

Fuquay-Varina, NC

Brookfield, WI

Claim This Profile
Current Employers
Planvision, Llc

Fuquay-Varina, NC • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-04-04
  • WI RA
    APPROVED
    Since 2024-04-04

Branch Locations

Fuquay-Varina, NC • United States

Brookfield, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services Inc Waukesha WI 08/2016 01/2024
Osaic Wealth, Inc. Waukesha WI 01/2024 03/2024
Planvision, Llc Brookfield WI 04/2024 Present
  • 08/2016 → 01/2024
    Woodbury Financial Services Inc
    Waukesha, WI
  • 01/2024 → 03/2024
    Osaic Wealth, Inc.
    Waukesha, WI
  • 04/2024 → Present
    Planvision, Llc
    Brookfield, WI
Previous Registrations
  • 2024-01-19 → 2024-03-29
    Osaic Wealth, Inc.
    Waukesha, WI
  • 2016-10-05 → 2024-01-19
    Woodbury Financial Services, Inc.
    Waukesha, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-04
  • S66 Uniform Combined State Law Examination
    2016-10-04

View on SEC IAPD

More in Fuquay-varina, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor