Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pradley? Claim Your ProfilePradley Casseus is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been working in the industry since January 18, 2012. Pradley's primary focus is on providing investment advice and portfolio management services to a wide range of clients, including individuals, corporations, and institutional investors. Pradley has a diverse background in the financial services industry, having previously worked at J.P. Morgan Securities LLC and Morgan Stanley. Pradley holds a Series 7 and Series 66 license, along with the Securities Industry Essentials (SIE) exam.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
02/24/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JERSEY CITY NJ)
NY
12/16/2015 - 01/21/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/13/2011 - 09/08/2015
MORGAN STANLEY (NEW YORK NY)
BOTH
Issued 08/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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