Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassio? Claim Your ProfileCassio Paulucci is an investment professional with over 18 years of experience in the financial services industry. Cassio has held previous roles at Credit Agricole Securities (USA) Inc., HSBC Securities (USA) Inc., J.P. Morgan Securities LLC, Santander Securities, Citigroup Global Markets Inc., and CitiCorp Investment Services. Cassio is currently a registered representative at Santander Securities LLC. Cassio's professional licenses include Series 7, 63, 55, and SIE, and he holds the Uniform Investment Adviser Law Examination (Series 65). Cassio is registered in Florida.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/22/2020 - Present
Santander Securities LLC (Miami FL)
FL
12/07/2017 - 04/30/2018
CREDIT AGRICOLE SECURITIES (USA) INC. (MIAMI FL)
FL
08/21/2013 - 10/10/2017
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
09/08/2010 - 08/13/2013
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
06/27/2008 - 08/27/2010
SANTANDER SECURITIES (MIAMI FL)
NY
05/29/2007 - 02/27/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/10/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
01/08/2001 - 09/19/2002
CBNY INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 07/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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