As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Candlewood Isle Community
Board of Directors
New Fairfield, CT
- Fixed Income
- Municipal Bonds
- Cash Management
- Professional Portfolio Management
- Estate Planning
- Financial Planning
- Wealth Management
- Asset Management
- Lending Services
- Foreign Exchange
- Retirement Planning
- Qualified Plans
- 401(k) Rollovers
- Alternative Investments
- Certificates of Deposit
- Series 7 - General Securities Representative, 1984
- Series 63 - Uniform State Exam, 1984
- Series 52 - Municipal Securities Representative, 1982
- Series 53 - MSRB Principal, 1986
- Series 24 - General Securities Principal, 1997
- Series 65 - Investment Advisory Agent, 2000
- Series 31 - Managed Futures & Commodities, 2009
- SB Advisor - Certified
- Alternative Investment - Certified
- Financial Planning Specialist
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- Present: Morgan Stanley*
Senior Vice President
Financial Planning Specialist
Garden City, NY
- 2005: Deutsche Bank Alex. Brown
New York City, NY
- 1994: Oppenheimer & Co.
New York City, NY
- 1987: Stuart-James Co.
Vice President - Head Bond Trader
New York City, NY and Boca Raton, FL
- 1985: National Westminster Bank
Underwriter / Trader Municipal Bonds
New York City, NY
Gordon D. Pascale holds the following registrations:
Securities Agent: CA, CT, DE, FL, GA, MA, MD, NC, NJ, NV, NY, PA, VA, VT; General Securites Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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