Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ciullo is a financial advisor with over 30 years of experience in the financial services industry. Scott currently works at Kerberrose Wealth Management, LLC, a firm with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, families, and businesses. Scott is dedicated to helping clients reach their financial goals, and he is committed to providing personalized service and guidance to every client. Prior to joining Kerberrose Wealth Management, LLC, Scott worked at LPL Financial, LLC, PlanMember Securities Corporation, Raymond James Financial Services, Inc., SII Investments, Inc., Cadaret, Grant & Co., Inc., and Focus II Securities, Inc. Scott is licensed to provide investment advisory services in Michigan and Wisconsin, and holds Series 7, 6, and 65 licenses.
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.
Helps you choose top advisors aligned with your 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.
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
WI
12/01/2020 - Present
Kerberrose Wealth Management, LLC (SHAWANO WI)
MI
07/29/2011 - 12/15/2020
LPL FINANCIAL LLC (MARQUETTE MI)
MI
08/17/2009 - 08/01/2011
PLANMEMBER SECURITIES CORPORATION (MARQUETTE MI)
MI
03/16/2004 - 08/17/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (MARQUETTE MI)
WI
07/04/2001 - 03/24/2004
SII INVESTMENTS, INC. (APPLETON WI)
NY
02/02/1990 - 07/18/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
12/04/1989 - 02/12/1990
FOCUS II SECURITIES, INC.
NY
01/05/1988 - 12/09/1989
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
08/07/1987 - 02/01/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
08/07/1987 - 02/01/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
08/07/1987 - 02/01/1988
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 05/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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