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Fanor Sergio Tercero

Casey Securities LLC

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About Fanor Sergio Tercero

Fanor Sergio Tercero is a financial advisor with Casey Securities LLC, a firm based in Greenbrae, California. Fanor has been in the financial industry since 2011 and has been registered with Casey Securities since 2011. Fanor previously worked at RFA Securities LLC in Philadelphia, Pennsylvania.

Firm Information

Fanor Tercero is currently registered with Casey Securities LLC. Casey Securities LLC is a Limited Liability Company formed in 2019. It is registered in California and has been approved for SEC registration. The firm is currently approved to operate in 1 state and has 1 approved SEC registration. The firm has reported 15 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Fanor Tercero’s Registration & Firm History

CA

06/05/2023 - Present

Casey Securities LLC (GREENBRAE CA)

CA

02/25/2011 - 01/23/2023

CASEY SECURITIES LLC (GREENBRAE CA)

PA

09/02/2020 - 07/30/2021

RFA SECURITIES LLC (PHILADELPHIA PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

N

NYSE Arca, Inc.

Disclosures

There are no public disclosures for Fanor Sergio Tercero.
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