Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Scarpo is a financial advisor with over 30 years of experience in the industry. Joseph is currently registered with Captrust, a firm headquartered in Raleigh, North Carolina. Joseph's previous affiliations include Private Wealth Advisors, Inc. and PWA Securities, Inc., both based in Pennsylvania. Joseph holds a Series 63, Series 65, and Series 24 license, as well as a Series 7 and SIE license. His areas of expertise include financial planning, pension consulting, and portfolio management for businesses and individuals. Joseph is a member of MSS Greensburg Partnership, a property ownership company.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/21/2021 - Present
Captrust (Pittsburgh PA)
PA
01/04/2008 - 01/30/2019
PWA SECURITIES, INC. (GREENSBURG PA)
PA
09/05/1997 - 02/27/2008
BILL FEW SECURITIES, INC. (GREENSBURG PA)
CA
08/02/1991 - 09/03/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 10/25/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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