Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Casey is a financial advisor with Janney Montgomery Scott LLC, a firm with over 100 years of experience in the industry. Allison Casey is registered with the Securities and Exchange Commission and is a Certified Financial Planner. She has been working in the financial services industry since 2004. Allison has extensive experience in providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Allison Casey is committed to helping her clients achieve their financial goals through a personalized approach. Allison Casey is licensed to provide financial advice in several states including, Arizona, California, Delaware, Florida, Georgia, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Montana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Vermont and Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
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2
NJ
01/12/2005 - Present
Janney Montgomery Scott LLC (MARLTON NJ)
CT
07/07/2004 - 01/03/2005
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
BC
Issued 09/28/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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