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George G. Cassiere

PACE FINANCIAL GROUP
Mccordsville, IN
Some features on this profile are disabled
CRD#: 2400960
GC

Professional summary

George Gerard Cassiere is a registered financial advisor currently at PACE FINANCIAL GROUP, LLC located in Mccordsville, Indiana.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. George has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
BUSINESS VALUATIONS, ERISA & ESOP CONSULTING TRUSTEE FOR 3 ESOP'S & CORPORATE CONSULTING WORK FROM 13531 MARJAC WAY, MCCORDSVILLE, IN 46055. DEVOTE OVER 40 HOURS PER WK TO THESE ACTIVITIES. PERFORM THE ABOVE SERVICES OR OVERSEE OTHERS WHO ARE DOING THEM. SINCE 10/2002.

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CRS (Client Relationship Summary) - RIA

Click below to view George Gerard Cassiere's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 13, 2010 - Present

PACE FINANCIAL GROUP, LLC

RIA
CRD#: 126969
Mccordsville, IN
Past

January 14, 2008 - December 31, 2008

CINCINNATI ANALYSTS, INC.

RIA
CRD#: 5478
MCCORDSVILLE, IN
Past

July 12, 2006 - December 31, 2008

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
MCCORDSVILLE, IN
Past

January 26, 2004 - July 11, 2006

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
MCCORDSVILLE, IN
Past

August 22, 2003 - August 22, 2003

PRIVATE CONSULTING GROUP, INC.

RIA
CRD#: 45053
FISHERS, IN
Past

August 22, 2003 - December 12, 2006

PACE FINANCIAL GROUP, LLC

RIA
CRD#: 126969
FISHERS, IN
Past

December 6, 2002 - December 19, 2003

PRIVATE CONSULTING GROUP, INC.

BD
CRD#: 45053
PORTLAND, OR
Past

January 19, 1999 - October 18, 2002

GOELZER INVESTMENT MANAGEMENT

RIA
CRD#: 44402
INDIANAPOLIS, IN
Past

June 10, 1998 - October 18, 2002

GOELZER INVESTMENT MANAGEMENT

BD
CRD#: 44402
INDIANAPOLIS, IN
Past

October 7, 1994 - September 24, 1999

GOELZER INVESTMENT MANAGEMENT

BD
CRD#: 3942
INDIANAPOLIS, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(12/13/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/26/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/29/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/6/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/5/1998
General Securities Principal Examination

Current Firm

PF
PACE FINANCIAL GROUP, LLC
PACE CORPORATE FINANCE | PACE FINANCIAL GROUP, LLC | PACE ESOP ADVISORS

CRD#: 126969 / SEC#:

Indiana
Registered Investment Advisory firm - (12/13/2010 Approved)
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Contact information

Main Address
Fishers, IN
Mailing Address
Phone number
(317) 336-6565
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PACE FINANCIAL GROUP, LLC

CRD#: 126969Mccordsville, IN

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