Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greydon? Claim Your ProfileGreydon Casalinova is a registered representative with Charles Schwab & CO., Inc. in Copley, Ohio. Greydon has been in the securities industry since August 7, 2019 and has passed the Series 7TO, Series 6TO and SIE exams. Greydon previously worked with Equitable Advisors, LLC and W&S Brokerage Services, Inc.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
03/17/2022 - Present
Charles Schwab & CO., Inc. (Copley OH)
OH
09/25/2019 - 03/07/2022
EQUITABLE ADVISORS, LLC (AKRON OH)
OH
07/24/2019 - 09/18/2019
W&S BROKERAGE SERVICES, INC. (NORTON OH)
BOTH
Issued 02/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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