Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scotto? Claim Your ProfileScotto D. Caggiano is a financial advisor who has been in the industry since 1988. Scotto is currently registered with Eagle Strategies LLC, which is an investment advisory firm located in Timonium, Maryland. Scotto has previously worked for other financial firms, including Signator Investors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Drexel Burnham Lambert Incorporated. Scotto has a variety of financial certifications, including Series 7, Series 24, Series 63, and Series 66. Scotto specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Scotto's primary focus is on providing financial planning, portfolio management, and pension consulting. Scotto also offers educational seminars and publishes periodicals to keep clients informed about the current market.
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.
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
MD
01/25/2017 - Present
Eagle Strategies LLC (TIMONIUM MD)
MA
10/08/2003 - 08/18/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/04/1990 - 09/08/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/04/1990 - 09/08/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
01/28/1987 - 06/08/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 07/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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