Invested Better
Unclaimed

Unclaimed

Unclaimed

Andres Casais

Foreside Fund Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andres? Claim Your Profile

About Andres Casais

Andres Casais is a financial professional with over 8 years of experience in the industry. Andres holds Series 7, Series 63, Series 7TO and SIE licenses. Andres is currently registered with Foreside Fund Services, LLC. Previously, Andres was employed at EFG Capital International. Andres is registered in California, Florida, Maryland, New York and Texas.

Firm Information

Andres Casais is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andres Casais’s Registration & Firm History

FL

08/04/2021 - Present

Foreside Fund Services, LLC (Miami FL)

FL

10/02/2012 - 09/23/2013

EFG CAPITAL INTERNATIONAL (MIAMI FL)

Not sure if Andres Casais is right for you?

Licenses & Designations

BC

Issued 09/07/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/08/2020

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andres Casais.
Not sure if Andres Casais is right for you?