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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Scrofani is a financial advisor with Sanctuary Advisors, LLC. Philip Scrofani has been working in the financial services industry since 2009. Philip Scrofani is registered with the state of Texas and is a Registered Representative with FINRA. Philip Scrofani specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Philip Scrofani is also a registered investment advisor. Philip Scrofani has previously worked for MML Investors Services, LLC, Securities America, Inc., and Salomon Smith Barney 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.
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.
1
2
IN
01/23/2020 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
TX
09/12/2018 - 01/17/2020
MML INVESTORS SERVICES, LLC (Austin TX)
NE
05/19/2004 - 07/22/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
01/27/1998 - 10/29/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 09/21/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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