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Tammy Marie Casella

M & T Securities, Inc.

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About Tammy Marie Casella

Tammy Casella is a financial professional with over 20 years of experience in the industry. Tammy has held positions with M&T Securities, Inc. since 2002 and currently holds a Series 6, 26 and 63 license. Tammy is registered with the state of Maryland.

Firm Information

Tammy Casella is currently registered with M & T Securities, Inc.. M&T Securities, Inc. is a corporation formed on November 13, 1985. The firm is registered with the SEC and in 25 states.

Not reported

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Tammy Casella’s Registration & Firm History

MD

02/02/2023 - Present

M&T Securities, Inc. (BALTIMORE MD)

MD

01/14/2002 - 06/09/2021

M&T SECURITIES, INC. (GREENBELT MD)

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Licenses & Designations

BC

Issued 02/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tammy Marie Casella.
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