Henry Joseph Kasky
Professional Summary
Henry Joseph Kasky, who also goes by Skip Kasky, is a registered financial advisor currently at SECURITIES BROKERAGE SERVICES located in Pittsburgh, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Pittsburgh, Pennsylvania. Henry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Henry has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Skip Kasky
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
SECURITIES BROKERAGE SERVICES | VALERIANO & ASSOCIATES, INC. | SECURITIES BROKERAGE SERVICES, INC
Contact Information
Main Address
101 West Main Street #104, Carnegie, PA 15106-2427Phone Number
(412) 429-4040# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
42AUM (Assets Under Management)
$16,225,601Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(1/18/2019)
(1/5/2017)
(1/18/2019)
(9/3/2013)
(9/3/2013)
(1/14/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1987About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Henry Joseph Kasky's CRS (Customer Relationship Summary).
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