Unclaimed
Drew Pascarella is a financial advisor with over 15 years of experience in the financial services industry. Drew is currently registered with Vista Point Advisors, LLC in San Francisco, California. Drew has a strong background in investment banking and securities trading, having previously worked at Citigroup Global Markets Inc. in New York City. Drew is a Series 7, Series 63, and Series 79 licensed professional and holds the SIE exam.
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
CA
03/03/2015 - Present
Vista Point Advisors, LLC (SAN FRANCISCO CA)
NY
10/02/2001 - 05/11/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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