Claudette Yvonne Burgess-gay
Professional Summary
Claudette Yvonne Burgess-gay, who also goes by Claudette Yvonne Burgess, Claudette Yvonne Gay, is a registered financial advisor currently at TRADEPRO SECURITIES, LLC. located in Lawrenceville, Georgia and OPTIONALITY SECURITIES located in West Conshohocken, Pennsylvania. Claudette is registered as a RR (Registered Representative) and started their career in finance in 1997. Claudette has worked at 15 firms and has passed the Series 63, Series 82TO, Series 79TO, SIE, Series 7, Series 24, Series 27, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Claudette Yvonne Burgess, Claudette Yvonne Gay
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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 on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
OPTIONALITY SECURITIES | OPTIONALITY SECURITIES, LLC
Contact Information
Main Address
200 Barr Harbor Drive Suite 400, West Conshohocken, PA 19428Mailing Address
200 Barr Harbor Drive Suite 400, West Conshohocken, PA 19428Phone Number
(443) 812-3308Established
Delaware since 02/19/2021Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(12/11/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Sep 2026About the Series 82TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Claudette Yvonne Burgess-gay's CRS (Customer Relationship Summary).
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