Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Casey is a financial advisor with LPL Financial LLC. Alexa is registered with FINRA and has her Series 7, Series 63 and Series 65 licenses. Alexa has been in the industry since 2017 and previously worked for Concourse Financial Group Securities, Inc. and Investment Distributors, Inc.. Alexa is a registered representative in Ohio.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
08/27/2024 - Present
LPL Financial LLC (CINCINNATI OH)
KY
01/03/2022 - 03/25/2022
INVESTMENT DISTRIBUTORS, INC. (Covington KY)
KY
08/19/2019 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (COVINGTON KY)
IA
Issued 08/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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