Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Everest Peruzzotti is a financial professional with over 16 years of experience in the industry. Carl is currently registered as an Investment Advisor Representative with SCF Investment Advisors, Inc. Carl has also been registered with Waddell & Reed, Merrill Lynch, Cambridge Investment Research, Inc., and UBS Financial Services Inc.. Carl has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and pension consulting services. Carl is dedicated to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
05/06/2024 - Present
SCF Investment Advisors, Inc. (NOANK CT)
CT
09/14/2012 - 10/21/2016
WADDELL & REED (HAMDEN CT)
RI
05/13/2011 - 09/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
CT
10/21/2009 - 03/26/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORWICH CT)
CT
07/02/2007 - 10/06/2009
UBS FINANCIAL SERVICES INC. (NEW LONDON CT)
BOTH
Issued 07/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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