Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Scafidi is an investment advisor representative for Money Concepts Capital Corp., a firm with a history dating back to 1989. He has been in the industry since December 24, 2000, and is registered in both Florida and Massachusetts. Martin Scafidi has worked in the financial industry for over 20 years, and holds several industry certifications, including Series 7, Series 63, and Series 65. He is also a Certified Public Accountant. Martin Scafidi’s experience and expertise make him a valuable asset to his clients. Martin Scafidi is committed to helping his clients achieve their financial goals. He offers a variety of financial services, including financial planning, portfolio management, and insurance. Martin Scafidi is a trusted advisor who can help you make informed decisions about your financial future.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
MA
04/21/2005 - Present
Money Concepts Capital Corp. (PEABODY MA)
TX
12/20/2000 - 12/31/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 03/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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