Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Casale is a financial advisor at Cetera Investment Advisers LLC. Alex has been in the financial industry since 2010 and has a strong background in investment management. Alex is licensed in several states, including New York and Texas. Alex holds several licenses, including Series 6, 7, 24, 26, 51, 63 and 65. Alex is committed to providing personalized financial advice and guidance to help individuals and families achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
06/19/2019 - Present
Cetera Investment Advisers LLC (FAIRPORT NY)
NY
11/04/2010 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (Fairport NY)
IA
Issued 9/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/1/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 8/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 8/28/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/3/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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