Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Casella is a registered representative with J.p. Morgan Securities LLC. Andrew Casella has been in the industry since 2003. J.p. Morgan Securities LLC has over 262,000 clients and manages over $249 billion in assets. The firm specializes in providing financial planning, pension consulting, portfolio management, and selection of other advisors. The firm also offers portfolio management for individuals and businesses. Andrew Casella specializes in providing services for individuals, businesses, corporations, investment companies, pooled investment vehicles, insurance companies, pension and profit-sharing plans, charitable organizations, labor unions, and state or municipal government entities.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
09/26/2024 - Present
J.p. Morgan Securities LLC (New York NY)
Active
Inactive
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