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Bernard Joseph Casey

P.j. Robb Variable, LLC

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About Bernard Joseph Casey

Bernard Casey is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with P.j. Robb Variable, LLC. Bernard has a broad range of experience, having previously worked with companies such as Underwriters Equity Corporation, Liberty Securities Corporation, MML Investors Services, Inc., Hornor, Townsend & Kent, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Bernard holds the Series 6, Series 63, Series 65, and SIE licenses.

Firm Information

Bernard Casey is currently registered with P.j. Robb Variable, LLC. P.j. Robb Variable, LLC is a Limited Liability Company formed in 1995. They are registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

105

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.

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Bernard Casey’s Registration & Firm History

PA

03/19/2008 - Present

P.j. Robb Variable, LLC (HARRISBURG PA)

CT

01/11/2000 - 12/31/2007

UNDERWRITERS EQUITY CORPORATION (FARMINGTON CT)

NY

02/11/1997 - 10/24/1997

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

MA

08/02/1995 - 02/07/1997

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

PA

01/31/1995 - 08/10/1995

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

MA

06/14/1988 - 12/02/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/14/1988 - 12/02/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NA

11/21/1985 - 07/18/1986

PHOENIX EQUITY PLANNING CORPORATION

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Licenses & Designations

IA

Issued 07/28/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernard Joseph Casey.
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