Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Scalzo is a financial advisor with Centaurus Financial, Inc. Martin has been in the industry since 2008 and holds Series 7, 31, and 66 licenses. Martin provides financial planning and portfolio management services to individuals and businesses. Martin also has a real estate license and offers insurance services.
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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CA
03/02/2017 - Present
Centaurus Financial, Inc. (WESTLAKE VILLAGE CA)
CA
06/03/2015 - 03/02/2017
FINANCIAL WEST GROUP (Irvine CA)
AZ
05/29/2012 - 06/26/2015
ARQUE CAPITAL, LTD. (SCOTTSDALE AZ)
CA
12/13/2011 - 06/04/2012
CHASE INVESTMENT SERVICES CORP. (FOOTHILL RANCH CA)
CA
06/01/2009 - 10/10/2011
MORGAN STANLEY SMITH BARNEY (IRVINE CA)
NV
10/06/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RENO NV)
CA
12/20/2007 - 09/08/2008
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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