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Danielle Scodellaro Allegedly Misrepresented a Variable Annuity

Danielle Scodellaro (CRD #: 6131256), a broker registered with LPL Financial, allegedly misrepresented a variable annuity, according to her BrokerCheck record, accessed on March 8, 2023. Keep reading to learn more about her alleged conduct as a broker.

Investor Dispute

On December 13, 2022, an investor alleged that Danielle Scodellaro misrepresented a variable annuity issued in February 2021. This dispute is currently pending.

FINRA Rule 2020

FINRA Rule 2020 bans the use of deceptive, manipulative, and otherwise fraudulent methods to influence the purchase and sale of securities. This includes the misrepresentation or omission of information, such as an investment’s limitations, risks, or requirements.

What are variable annuities?

Variable annuities are complex investments. These policies can decline in value depending on the performance of the underlying security. Surrender charges, tax penalties, and other fees can make these policies unsuitable.

Background Information

Danielle Scodellaro has passed the following exams:

  • Series 66 – Uniform Combined State Law Examination
  • Series 63 – Uniform Securities Agent State Law Examination
  • SIE – Securities Industry Essentials Examination
  • Series 7 – General Securities Representative Examination
  • Series 6 – Investment Company Products/Variable Contracts Representative Examination

Danielle Scodellaro is a registered broker in 23 states and a registered investment adviser in Arizona and Wisconsin.

She has also worked for the following firms:

  • CUNA Brokerage Services (CRD#:13941)
  • Ameriprise Financial Services (CRD#:6363)
  • J.P. Morgan Securities (CRD#:79)

Kurta Law Can Help

If you worked with Danielle Scodellaro and you have concerns about your investments, please contact us today at 877-600-0098 or info@kurtalawfirm.com for a free consultation.

For over 20 years, Kurta Law has advocated on behalf of investors who want to recover their investment losses from brokers and brokerage firms. Kurta Law is a nationally recognized law firm and exclusively represents investors against brokers and brokerage firms on a contingency basis. This means that the firm only earns a fee if our securities attorneys recover money on your behalf. 

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