Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres R Casas is a financial advisor currently registered with LPL Financial LLC. Andres has been working in the financial services industry since September 15, 2013. Andres is registered with the following securities regulators: Arizona, Colorado, Connecticut, Nebraska, New Jersey, New Mexico, New York, Texas, Utah, and Wyoming. Andres is a Registered Representative and Investment Advisor Representative. In addition to working with LPL Financial LLC, Andres has previous experience with BANCWEST INVESTMENT SERVICES, INC. and BMO Bank NA. Andres has earned the following licenses and certifications: Series 66, Series 24, SIE, and Series 7.
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.
1
2
CO
07/19/2023 - Present
LPL Financial LLC (CENTENNIAL CO)
CO
09/16/2013 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (CENTENNIAL CO)
BOTH
Issued 01/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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