Unclaimed
Arvo Kasari is a financial advisor based in Atlanta, GA. Arvo has been working in the financial industry since 1999. He currently works for Regions Securities LLC. Arvo has previously worked at SunTrust Investment Services, Inc., BANC of America Investment Services, Inc., UST Securities Corp., BANC of America Securities LLC, and J.C. Bradford & Co. Arvo holds Series 7, Series 24, Series 63, Series 65, and Series 99TO licenses.
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.
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.
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2
GA
01/05/2018 - Present
Regions Securities LLC (Atlanta GA)
GA
03/20/2009 - 12/31/2017
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NC
06/01/2007 - 03/13/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
07/02/2007 - 05/01/2008
UST SECURITIES CORP. (CHARLOTTE NC)
NY
07/22/2005 - 06/01/2007
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MA
05/15/2003 - 07/22/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/30/2002 - 05/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
AL
09/16/1999 - 02/20/2001
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
02/02/1996 - 10/04/1996
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 12/30/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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