Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casely? Claim Your ProfileCasely George Doryumu is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Casely has been in the financial industry since September 10, 2016. He has experience with a variety of financial products and services, including securities, investment company products, variable contracts, and investment advisory services. Casely also has experience working with various client types, including high-net-worth individuals, corporations, pension plans, and insurance companies. He currently holds the Series 6, 7, 63, and 65 licenses. Casely is also registered with the state of New York and is a participant in the ADP Broker-Dealer, Inc., and Voya Financial Advisors, Inc., expert networks.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/30/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
11/13/2017 - 04/02/2018
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
12/28/2015 - 03/07/2017
VOYA FINANCIAL ADVISORS, INC. (NEW YORK NY)
IA
Issued 9/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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