Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lawrence Codacovi is a financial advisor with over 30 years of experience in the industry. Scott has been registered with Ameriprise Financial Services, LLC since 2020. Prior to that, Scott worked at Park Avenue Securities LLC, First Montauk Securities Corp, and other firms. Scott provides financial planning services, pension consulting, asset allocation services, and educational seminars. Scott has an active registration with the Financial Industry Regulatory Authority (FINRA) and is a registered Investment Advisor (IA) in New Jersey and Texas.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NJ
04/08/2015 - Present
Ameriprise Financial Services, LLC (Wall Township NJ)
NJ
02/01/2007 - 08/08/2014
PARK AVENUE SECURITIES LLC (MANASQUAN NJ)
NJ
07/07/1998 - 01/03/2007
FIRST MONTAUK SECURITIES CORP. (ISELIN NJ)
NY
05/19/1995 - 07/09/1998
AMERIPROP, INC. (MELVILLE NY)
AZ
10/01/1997 - 07/08/1998
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
01/02/1992 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NY
06/12/1990 - 12/31/1991
CADARET, GRANT & CO., INC. (SYRACUSE NY)
WI
01/17/1990 - 06/25/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
04/19/1988 - 05/28/1988
SHERWOOD CAPITAL, INC.
IA
Issued 05/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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