Unclaimed
Marc Scudillo is a financial advisor with over 25 years of experience in the financial services industry. Marc has a strong background in providing investment advice and wealth management services to individuals, families, and businesses. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 24, 31, 63 and 65 licenses. Marc is currently registered with Prosperity - An Eisneramper Co. and previously worked with APW Capital, Inc., Securities America, Inc., 1st Global Capital Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and The Advisors Group, Inc. Marc's expertise includes financial planning, retirement planning, college savings, and estate planning.
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.
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.
1
2
NJ
02/20/2024 - Present
Prosperity - AN Eisneramper Co. (ISELIN NJ)
NJ
08/16/2010 - 05/01/2023
APW CAPITAL, INC. (ISELIN NJ)
NJ
08/31/2001 - 08/16/2010
SECURITIES AMERICA, INC. (BRIDGEWATER NJ)
TX
01/22/1999 - 09/21/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
02/25/1997 - 01/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
10/22/1996 - 02/24/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 03/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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