Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becky? Claim Your ProfileBecky Sciortino is an investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Becky has been in the financial services industry since 2000. Becky has been registered with the state of New York and other states since 2021. Becky has experience with several firms including LPL FINANCIAL LLC and UVEST FINANCIAL SERVICES GROUP, INC. Becky has a Series 7, 6, and 63 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/09/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LATHAM NY)
NY
07/05/2011 - 09/03/2021
LPL FINANCIAL LLC (ALBANY NY)
NY
01/10/2005 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ALBANY NY)
NE
09/25/2003 - 12/05/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
09/25/2000 - 05/29/2003
QUICK & REILLY, INC. (NEW YORK NY)
MA
10/21/1999 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IA
Issued 10/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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