Unclaimed
Michael John Cassata is a financial professional who has been in the industry since June 2, 2011. Michael is currently registered with GT Securities, Inc. and is active in both California and Massachusetts. Michael holds Series 63, Series 24, SIE and Series 79 licenses. Michael has prior experience with Consillium Partners LLC.
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.
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.
1
2
CA
06/29/2023 - Present
GT Securities, Inc. (LOS ANGELES CA)
MA
05/06/2011 - 06/01/2023
CONSILIUM PARTNERS LLC (BOSTON MA)
CA
01/26/2023 - 02/01/2023
GT SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 08/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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