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Sara Lynn Scalisi is a financial advisor professional located in Beverly, MA. They specialize in financial advisory. With over 38 years of experience, they bring deep expertise to every client.
Sara Lynn Scalisi - Wells Fargo Clearing Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Sara Lynn Scalisi operates as a financial advisor with Wells Fargo Clearing Services, LLC in Beverly, Massachusetts. With 38 years in the financial services industry, Scalisi brings substantial experience to client relationships. The business holds a FINRA CRD license number 1390622, which indicates registration with the Financial Industry Regulatory Authority. This long tenure reflects deep familiarity with financial markets and client portfolio management across multiple market cycles.
A FINRA CRD license means Sara Lynn Scalisi is registered with the Financial Industry Regulatory Authority, the primary regulator of brokers and financial professionals in the United States. This registration requires background checks, compliance training, and ongoing adherence to FINRA rules governing conduct and client interactions. The CRD number is a public identifier that allows clients and regulators to verify the advisor's registration status and disciplinary history. This license type signals that the advisor operates under federal oversight and must follow standardized rules protecting investors.