Advisors at this firm
Rosario S
Series 65
Escondido, CA
Red SEVEN
Rosario Scappaticci is a financial advisor at Red SEVEN with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a student for ten years. Red SEVEN provides investment advisory and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses both fundamental and technical analysis and manages client portfolios through various platforms, offering a range of investment options tailored to client risk tolerances.
Kristina A
Series 65
Laurel, MT
Red SEVEN
Kristina Allardice is a financial advisor at RED Seven with a Series 65 designation and experience dating back to 2019. Her prior roles include positions at Skaja & Daniels and Turning Point, as well as employment at Saddleback Church. Outside of her advisory work, she teaches piano lessons and works as an independent contractor for Calvary Chapel Billings. RED Seven provides investment advisory and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs both fundamental and technical analysis and manages client portfolios through various platforms, tailoring strategies to risk tolerance and utilizing a mix of investment types.
John R
CFP®, Series 66
Escondido, CA
Red SEVEN
John Richardson Jr. is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He has been with Red SEVEN since 2013, where he is part of a four-advisor team based in Escondido, CA. Red SEVEN provides investment advisory and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm operates as a fiduciary on a fee basis, managing client portfolios using both fundamental and technical analysis across a range of asset classes, and offers integrated tax and insurance planning through its licensed principals.
Jerod F
CFP®, Series 63
Escondido, CA
Red SEVEN
Jerod Fenton is a CFP® with 19 years of industry experience and has been with Red SEVEN since 2013. He is licensed to sell insurance and annuity products independently and may receive commissions when acting in this capacity. Red SEVEN provides investment advisory and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations, managing portfolios through various TAMPs and employing both fundamental and technical analysis. The firm operates as a fiduciary on a fee basis and offers integrated tax and insurance planning through its team, which includes licensed insurance agents and a CPA.