PA
Portia Addo
QUESTRADE USA
Toronto, Ontario, M2M 4K2
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CRD#: 7954774
PA
Professional summary
Portia Addo is a registered financial professional currently at QUESTRADE USA INC. .
Portia is registered as a RR (Registered Representative) and started their career in finance in 2024. Portia has worked at 1 firm and has passed the Series 7TO, Series 4 and Series 24 exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Portia Addo'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®
NoneExperience
Current
November 4, 2024 - Present
QUESTRADE USA INC.
Office #1: 5700 Yonge Street Suite 1900, Toronto, Ontario, M2M 4K2BD
CRD#: 147370
Toronto, Ontario,
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 7TO
Date: 11/1/2024
General Securities Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
QU
QUESTRADE USA INC.
QUESTRADE USA INC.
CRD#: 147370 / SEC#: , 8-67899
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
5700 Yonge Street Suite 1900, Toronto, Ontario, M2M 4K2
Mailing Address
5700 Yonge Street Suite 1900, Toronto, Ontario, M2M 4K2
Phone number
(416) 913-8313
Established
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
Documents
Direct owners and executive officers
Red Flags
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Company Information
QUESTRADE USA INC.
CRD#: 147370Toronto, Ontario, M2M 4K2TRUST BUT VERIFY
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