Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Anthony Scorzafava is a financial professional with over 20 years of experience in the industry. Todd is registered with Wealthcare Advisory Partners LLC and holds licenses in multiple states. Prior to joining Wealthcare Advisory Partners LLC, Todd was a financial advisor at M HOLDINGS SECURITIES, INC. and Comprehensive Asset Management and Servicing, Inc. Todd has earned the Certified Financial Planner designation, and has extensive experience in providing financial planning and investment advisory services to individuals, families, and businesses. Todd is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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
PA
04/28/2022 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
NJ
07/15/2011 - 05/28/2022
M HOLDINGS SECURITIES, INC. (Morristown NJ)
NJ
08/16/2010 - 07/18/2011
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
NJ
01/03/2007 - 08/16/2010
SECURITIES AMERICA, INC. (BRIDGEWATER NJ)
NJ
01/19/2006 - 01/03/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CA
12/01/2005 - 12/08/2005
LEGG MASON INVESTORS SERVICES, LLC (SAN MATEO CA)
NY
05/10/2002 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/12/2000 - 05/07/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/25/1999 - 02/24/2000
HD BROUS & CO., INC. (GREAT NECK NY)
IA
Issued 05/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Scorzafava is the right advisor for you? Invested Better is here to help.
