Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casimiro? Claim Your ProfileCasimiro Gelcich is a financial advisor with Equitable Distributors, LLC. Casimiro has been in the industry since March 7, 2000. Casimiro has a wide range of experience in the financial services industry, having worked with several firms, including Liberty Partners Financial Services, LLC, and J.P. Morgan Institutional Investments Inc. Casimiro is registered in 52 states and is licensed to sell securities in the United States.
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
NC
12/14/2023 - Present
Equitable Distributors, LLC (Charlotte NC)
NC
01/12/2022 - 11/03/2022
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
NJ
04/22/2014 - 10/20/2021
EQUITABLE DISTRIBUTORS, LLC (JERSEY CITY NJ)
NY
03/15/2012 - 04/07/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
09/16/2004 - 09/28/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
04/23/1998 - 08/31/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 07/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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