Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cassano is a financial professional with over 28 years of experience in the industry. Michael is currently registered with Oppenheimer & Co. Inc. in New York, NY. Prior to joining Oppenheimer & Co. Inc., Michael was with Credit Suisse Securities (USA) LLC, Barclays Capital Inc., and Lehman Brothers Inc. Michael has a broad range of experience in the financial industry, including securities, options, and commodities. Michael holds several licenses, including Series 3, 4, 7, 8, 9, 10, and 63. Michael is also a Registered Options Principal. Michael is a dedicated professional who is committed to providing his clients with the highest level of service and expertise.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
10/12/2016 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
03/16/2009 - 10/17/2016
CREDIT SUISSE SECURITIES (USA) LLC (New York NY)
NY
09/22/2008 - 03/26/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/20/1994 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 05/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/20/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1999
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Cassano is the right advisor for you? Invested Better is here to help.
