SB
ChFC
SB
ChFC

Salvatore Bonetti

24 Years of Experience
Westbrook, ME
4 DisclosuresBrokerSells Insurance

Salvatore Bonetti is a ChFC-designated registered investment advisor, based in Westbrook, ME, with 24 years of industry experience.

Location

23 Bridgton Road, Suite 102, Westbrook, ME, 04092

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History

Regulatory History (4)
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Customer Dispute
August 2024
Settled
Regulatory
October 2017
Final
Regulatory
June 2016
Final
Employment Separation After Allegations
January 2015
Other Business ActivitiesSells Insurance

Salvatore is a financial advisor for Insight Folios, spending about half his time advising clients. He also works as an insurance agent selling disability insurance, fixed annuities, long-term care insurance, and servicing equity-indexed annuities, fixed-indexed annuities, and variable universal life insurance, dedicating minimal time to this. Additionally, Salvatore solicits and services life insurance products through Selle Financial Company, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2025 - Present · 11 mos
Cetera Wealth Services, LLCBroker
June 2025 - Present · 11 mos
Cetera Wealth Services, LLC
June 2025 - Present · 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2021 - June 2025 · 4 yrs
Insight Folios
May 2021 - July 2025 · 4 yrs 2 mos
MML Investors Services, LLC
March 2017 - June 2021 · 4 yrs 3 mos
MML Investors Services, LLCBroker
March 2017 - June 2021 · 4 yrs 3 mos
Baystate Wealth Management
June 2015 - March 2020 · 4 yrs 9 mos
Msi Financial Services, INC.
February 2015 - March 2017 · 2 yrs 1 mo
Msi Financial Services, INC.Broker
February 2015 - March 2017 · 2 yrs 1 mo
Morgan StanleyBroker
June 2009 - January 2015 · 5 yrs 7 mos
Morgan Stanley
June 2009 - January 2015 · 5 yrs 7 mos
Morgan Stanley & CO. Incorporated
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
June 2008 - June 2009 · 1 yr
Multi-Financial Securities CorporationBroker
August 2006 - June 2008 · 1 yr 10 mos
Multi-Financial Securities Corporation
August 2006 - June 2008 · 1 yr 10 mos
Financial Benefit Services Corporation
November 2005 - August 2006 · 9 mos
Raymond James Financial Services
October 2005 - August 2006 · 10 mos
Raymond James Financial Services, INC.Broker
September 2005 - August 2006 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
February 2002 - September 2005 · 3 yrs 7 mos
State Registrations1 state
ME
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Salvatore Bonetti - Financial Advisor | TrueAdvisor