Unclaimed
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.
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.
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.
1
2
FL
08/04/2021 - Present
Foreside Fund Services, LLC (Miami FL)
FL
10/02/2012 - 09/23/2013
EFG CAPITAL INTERNATIONAL (MIAMI FL)
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
Active
Inactive
F
FINRA
Not sure Andres Casais is the right advisor for you? Invested Better is here to help.