Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Scorzelli is a financial advisor with over 15 years of experience in the industry. Patrick has a strong background in providing financial guidance and investment management services to individuals and institutions. Patrick is currently registered with Neuberger Berman BD LLC and holds the Series 7, Series 66 and SIE licenses. In addition to his professional licenses, Patrick is also a CFA charterholder. Prior to joining Neuberger Berman, Patrick worked at OppenheimerFunds Distributor, Inc. and Ameriprise Financial Services, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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
NY
05/13/2019 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
09/14/2010 - 04/30/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
06/26/2006 - 08/19/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BOHEMIA NY)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Patrick Scorzelli is the right advisor for you? Invested Better is here to help.
