Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill Casarez is a registered Investment Advisor Representative in the state of California. Bill has been working in the financial services industry since 1994. Bill is currently associated with Archer Investment Corporation and is also associated with Mann & Associates APC, CPA's as a tax preparer. Bill has experience working for a variety of firms including HD Vest Investment Services, Genworth Financial Securities Corporation and Quest Capital Strategies, Inc. Bill holds a Series 63 and Series 65 licenses, as well as a Series 7 and SIE. Bill has a background in accounting and has been a CPA since 1986. Bill specializes in investment management for individuals, businesses, and investment companies, as well as pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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CA
06/05/2018 - Present
Archer Investment Corp. (San Diego CA)
CA
08/09/2007 - 06/15/2018
HD VEST INVESTMENT SERVICES (San Diego CA)
CA
09/03/1999 - 08/31/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (FRESNO CA)
CA
06/21/1999 - 09/15/1999
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
TX
06/09/1997 - 12/02/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
CA
07/26/1994 - 12/01/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 07/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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