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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Scicchitano is a financial advisor with Chapin, Davis located in Bala Cynwyd, PA. Carol has been in the industry since May 21, 1998. She is also a Senior Vice President and CCO of Philadelphia Partners Capital Management, LLC. Carol provides investment advice and ongoing account monitoring and compliance oversight. Her specialties include portfolio management for individuals and businesses, financial planning, and pension consulting. Carol holds Series 7, 24, and 63 licenses. She is registered to provide investment advice in 12 states, including California, Delaware, Florida, Georgia, Illinois, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Washington.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
PA
06/13/2018 - Present
Chapin, Davis (Bala Cynwyd PA)
NJ
04/19/2018 - 06/12/2018
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
PA
01/16/2007 - 04/23/2018
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
01/10/2006 - 02/02/2006
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
PA
11/12/2004 - 12/31/2005
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
NJ
11/09/1999 - 05/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/30/1998 - 11/04/1999
SCHRODER & CO. INC. (NEW YORK NY)
NY
02/24/1988 - 02/13/1990
MELLON FINANCIAL SERVICES CORPORATION (NEW YORK NY)
BC
Issued 01/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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