Unclaimed
Letitia Scalise is an investment advisor representative with Torray Investment Partners LLC. Letitia has been in the financial services industry since 2010. She is a Series 7 and Series 65 licensed professional. Letitia's prior experience includes roles at UBS Financial Services Inc. and Quasar Distributors, LLC. Letitia specializes in portfolio management for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
07/13/2021 - Present
Torray Investment Partners LLC (BETHESDA MD)
MA
06/07/2010 - 07/02/2010
UBS FINANCIAL SERVICES INC. (BOSTON MA)
IA
Issued 07/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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