Unclaimed
Sada Maniscalco is a financial professional with over 20 years of experience in the industry. Currently registered with PFS Investments Inc. in Pompano Beach, Florida, Sada has held previous roles at prominent firms such as Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Sada's expertise spans a wide range of financial services, including securities, investments, and financial planning. Sada specializes in providing investment advice to a diverse clientele, encompassing high-net-worth individuals, corporations, and other businesses. Sada holds several industry licenses and certifications, including Series 7, Series 6, Series 8, Series 31, and Series 63.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/14/2023 - Present
PFS Investments Inc. (POMPANO BEACH FL)
FL
08/19/2009 - 03/18/2010
MORGAN STANLEY SMITH BARNEY (AVENTURA FL)
FL
06/01/2009 - 08/11/2009
MORGAN STANLEY SMITH BARNEY (AVENTURA FL)
FL
03/05/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
04/02/2007 - 02/12/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
09/16/2005 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
MO
03/17/2005 - 06/16/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TN
01/04/2005 - 01/20/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MO
08/25/2004 - 09/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
02/12/2002 - 08/04/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IN
09/28/2001 - 01/16/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
FL
04/23/2001 - 06/27/2001
SHOCHET SECURITIES INC. (BOCA RATON FL)
PA
07/20/2000 - 04/18/2001
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
01/05/1999 - 08/10/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/05/1997 - 12/16/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/03/1996 - 04/09/1996
BERNARD HEROLD & CO., INC. (NEW YORK NY)
NY
07/12/1995 - 02/13/1996
U.S. SECURITIES & FUTURES CORP. (NEW YORK NY)
NY
04/25/1995 - 06/01/1995
TRIPP & CO., INC. (NEW YORK NY)
BC
Issued 12/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/26/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sada Maniscalco is the right advisor for you? Invested Better is here to help.