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 Inc. Casely has been in the industry since September 10, 2016, and holds a Series 6, 7, 63 and 65 license. Casely's registrations are active in 44 states. Previously, Casely was employed with Voya Financial Advisors, Inc. and ADP Broker-Dealer, Inc. Casely has also worked with JP Morgan Chase. Casely specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Casely is active in the advisory business and maintains an active IA registration in several states. Casely's previous roles include working as a participant in a partnership called User Interviews. This role involves expert network surveys on software and technology, which is compensated on an hourly basis.
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
NY
01/30/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
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 09/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2018
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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