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Pierre F. Casgrain

CASGRAIN & COMPANY (USA) LIMITED
Montreal, H3B 4G7
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CRD#: 4331732
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Professional summary


Pierre Francois Casgrain is a registered financial professional currently at CASGRAIN & COMPANY (USA) LIMITED .

Pierre is registered as a RR (Registered Representative) and started their career in finance in 2001. Pierre has worked at 1 firm and has passed the Series 57TO, Series 99TO, SIE, Series 37, Series 55 and Series 38 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Pierre Francois Casgrain'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

March 15, 2001 - Present

CASGRAIN & COMPANY (USA) LIMITED

Office #1: 1200 Mcgill College Avenue 21st Floor, Montreal, H3B 4G7Office #2: 1200 Mcgill College Avenue 21st Floor, Montreal Quebec, H3B 4G7
BD
CRD#: 44474
Montreal,

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 37
Date: 3/14/2001
Canada Module of the General Securities Registered Representative (With Options Questions)
General Industry/Product Exam
RR
Series 55
Date: 2/7/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 38
Date: 1/18/2001
Canada Module of the General Securities Registered Representative (Without Options Questions)
SRO Registrations
RR
FINRA

Current Firm


C&
CASGRAIN & COMPANY (USA) LIMITED
CASGRAIN & COMPANY (USA) LIMITED

CRD#: 44474 / SEC#: , 8-50713

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
1200 Mcgill College Avenue 21st Floor, Montreal Quebec, H3B 4G7
Mailing Address
1200 Mcgill College Avenue 21st Floor, Montreal, Quebec, H3B 4G7
Phone number
(514) 871-8080
Established
Firm type
Other Types of Legal Formation
Fiscal year end
September
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CASGRAIN & COMPANY LIMITEDSHAREHOLDER
CASGRAIN, GUY RODOLPHEPRESIDENT, CCO2991102
CASGRAIN, ROGER GREGOIREEXECUTIVE VICE PRESIDENT2991117
CREVIER, STEPHANEFINOP, PFO4549250
ZANGA, ANDREFINOP, POO2991103

Red Flags


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Company Information


CASGRAIN & COMPANY (USA) LIMITED

CRD#: 44474Montreal, H3B 4G7

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