Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Lynn Scalisi is a registered representative with Wells Fargo Clearing Services, LLC. Sara has over 35 years of experience in the financial services industry. Sara has held previous roles at Morgan Stanley and Prudential Securities. Sara holds the Series 7, Series 9, Series 10, and Series 63 licenses. Sara is also a licensed notary public in Massachusetts.
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.
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.
Investment consulting services to institutional clients
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.
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2
MA
02/17/2022 - Present
Wells Fargo Clearing Services, LLC (BEVERLY MA)
MA
06/01/2009 - 10/13/2021
MORGAN STANLEY (Middleton MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIDDLETON MA)
MA
08/22/1997 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
NY
02/12/1990 - 09/09/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/14/1988 - 03/08/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/24/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
BC
Issued 10/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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