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Philip M. Rasori

AGILE TRADING TECHNOLOGIES
Bloomington, MN
Some features on this profile are disabled
CRD#: 7208748
PR

Professional summary

Philip Michael Rasori is a registered financial professional currently at AGILE TRADING TECHNOLOGIES, LLC located in Bloomington, Minnesota.

Philip is registered as a RR (Registered Representative) and started their career in finance in 2020. Philip has worked at 1 firm and has passed the Series 63, Series 99TO, Series 7TO, SIE and Series 24 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 Philip Michael Rasori'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

October 19, 2020 - Present

AGILE TRADING TECHNOLOGIES, LLC

BD
CRD#: 306627
Bloomington, MN

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(12/23/2020)
RR
Minnesota
(2/15/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 12/23/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 5/7/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/28/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/9/2020
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/4/2020
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AT
AGILE TRADING TECHNOLOGIES, LLC
AGILE TRADING TECHNOLOGIES, LLC

CRD#: 306627 / SEC#: , 8-70466

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

Main Address
2 Town Place Ste 210, Bryn Mawr, PA 19010
Mailing Address
2 Town Place Ste 210, Bryn Mawr, PA 19010
Phone number
(619) 332-6205
Established
Delaware since 10/16/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
RASORI, PHILIP MICHAELCOO & CTO7208748
RICHINS, CURTIS EDWARDCEO7208702
BLANCO MARQUEZ, ADRIANA GRISELLECCO7778003
KRZAK, ALEXANDER JACOBPRINCIPAL OPERATIONS OFFICER6349160
PARISE, JANICE DRUFINOP/PFO2338583
VACURA, GREGORY STEVENPRESIDENT7790318

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

AGILE TRADING TECHNOLOGIES, LLC

CRD#: 306627Bloomington, MN

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