Volel Casimir, financial advisor Forest Hills NY
93 score

Volel Casimir

CRD Number: 3115399
Current Firm: Td Ameritrade, Inc.

Volel Casimir (CRD# 3115399) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Forest Hills, NY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tdameritrade, Inc. Forest Hills, NY Jul 2014 - Current 2
Lpl Financial LLC New York, NY Aug 2013 - Jun 2014 < 1
New York Community Bank West Hempstead, NY Aug 2013 - Jun 2014 < 1
T. Rowe Price Investment Services, Inc. Garden City, NY May 2011 - Aug 2013 2
Chase Investment Services Corp Bronx, NY Jun 2008 - Apr 2011 2
Jpmorgan Chase Bank Na New York, NY May 2006 - Apr 2011 4
Chase Investment Services Corp New York, NY May 2006 - Feb 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Nov 2004
Contact Info for Volel J. Casimir
Phone Number: (800) 669-3900
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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