Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Italo? Claim Your ProfileItalo Passante is a financial professional with over 28 years of experience in the securities industry. Italo is currently registered with R. F. Lafferty & Co., Inc. in New York. Italo has also worked with several other firms in the past, including Scarsdale Equities LLC, Bay Crest Partners, LLC, Miller Tabak + Co., LLC, Leeb Brokerage Services, Inc., Bayou Securities, LLC, Cantor Fitzgerald Partners, Cantor Fitzgerald Securities, Smith Barney Inc., and S. D. Cohn & Co., Inc. Italo holds Series 7, 55, 57TO, and SIE licenses and is registered to provide securities and investment advice in numerous states across the country.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/17/2020 - Present
R. F. Lafferty & CO., Inc. (NEW YORK NY)
NY
02/01/2010 - 09/15/2020
SCARSDALE EQUITIES LLC (NEW YORK NY)
NY
08/12/2009 - 01/22/2010
BAY CREST PARTNERS, LLC (NEW YORK NY)
NY
05/15/2007 - 08/18/2009
MILLER TABAK + CO., LLC (NEW YORK NY)
NY
09/08/2005 - 05/16/2007
LEEB BROKERAGE SERVICES, INC. (NEW YORK NY)
CT
11/10/1998 - 01/25/2007
BAYOU SECURITIES, LLC (STAMFORD CT)
NY
06/17/1997 - 04/29/1998
CANTOR FITZGERALD PARTNERS (NEW YORK NY)
NY
06/13/1997 - 04/29/1998
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
08/23/1994 - 06/19/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
02/14/1994 - 08/05/1994
S. D. COHN & CO., INC. (HAUPPAUGE NY)
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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