Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Casale is a financial advisor who has been in the industry since 1989. Marco is currently registered with R. F. Lafferty & Co., Inc. Marco has been with R. F. Lafferty & Co., Inc. since August of 2016. Marco has previously worked at Newport Coast Securities, Inc., U.S. Financial Investments, Inc., U.S. Securities & Futures Corp., First Montauk Securities Corp., Sharpe Capital, Inc., Josephthal & Co., Inc., Robb Peck McCooey Clearing Corporation, The Boston Group, Janney Montgomery Scott Inc., Oppenheimer & Co., Inc., PaineWebber Incorporated, Jesup, Josephthal & Co., Inc., Richardson Lyle & Adler, Inc., Global Capital Securities, Inc., Bailey, Martin & Appel, Inc., and D. H. Blair & Co., Inc. Marco has passed the Series 7, Series 63, and SIE exams.
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
08/08/2016 - Present
R. F. Lafferty & CO., Inc. (NEW YORK NY)
NY
05/07/2014 - 08/17/2016
NEWPORT COAST SECURITIES, INC. (NEW YORK NY)
NY
05/16/2003 - 04/29/2014
U.S. FINANCIAL INVESTMENTS, INC. (NEW YORK NY)
NY
10/23/2001 - 06/25/2003
U.S. SECURITIES & FUTURES CORP. (NEW YORK NY)
NJ
11/16/2000 - 09/07/2001
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
06/29/2000 - 11/13/2000
SHARPE CAPITAL, INC. (NEW YORK NY)
NY
12/08/1998 - 06/23/2000
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
04/02/1997 - 12/01/1998
ROBB PECK MCCOOEY CLEARING CORPORATION (NEW YORK NY)
CA
12/15/1995 - 03/26/1997
THE BOSTON GROUP (LOS ANGELES CA)
PA
07/26/1993 - 11/21/1995
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
02/10/1992 - 06/28/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
NJ
07/08/1991 - 01/15/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/16/1990 - 07/11/1991
JESUP, JOSEPHTHAL & CO., INC.
NA
05/15/1990 - 08/15/1990
RICHARDSON LYLE & ADLER, INC.
NA
11/03/1989 - 03/14/1990
GLOBAL CAPITAL SECURITIES, INC.
NA
10/21/1988 - 10/31/1989
BAILEY, MARTIN & APPEL, INC.
NA
07/19/1988 - 09/22/1988
D. H. BLAIR & CO., INC.
BC
Issued 08/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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