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 registered investment advisor representative of Eagle Strategies LLC. Scotto has over 35 years of experience in the financial services industry. Scotto is a licensed investment advisor representative in several states, including Maryland, Delaware, Connecticut, New Jersey, New York, Pennsylvania, Virginia, and West Virginia. Scotto has a Series 7, Series 24, Series 63, and Series 66 licenses. Scotto is a registered representative of Eagle Strategies LLC, which is a registered investment advisor with offices in New York, NY and Timonium, MD. Eagle Strategies LLC is a firm that provides financial planning, portfolio management, and investment advisory services to individuals, families, and institutions.
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 7/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/31/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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