Unclaimed
Merry Scala is a financial advisor with LPL Financial LLC, located in Rahway, NJ. Merry has been in the financial services industry since 1988 and has experience with a variety of financial products and services. Merry has a strong track record of success in helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/22/2024 - Present
LPL Financial LLC (RAHWAY NJ)
NJ
03/10/2015 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (RAHWAY NJ)
NJ
03/07/2013 - 02/25/2015
CUSO FINANCIAL SERVICES, L.P. (FLEMINGTON NJ)
NJ
03/09/2002 - 11/09/2012
RBC CAPITAL MARKETS, LLC (FLORHAM PARK NJ)
MA
09/01/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
02/16/1999 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
NY
04/22/1987 - 03/27/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/22/1984 - 07/12/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 07/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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