Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian William Casey is a financial advisor with over 14 years of experience in the industry. Brian is currently registered with Allstate Financial Advisors, LLC in Waynesburg, PA. Previously, Brian was employed with Waddell & Reed in Monroeville, PA. Brian offers a variety of services including securities and investment advisory services.
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.
Helps you choose top advisors aligned with your 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.
Third party advisory fees
1
2
PA
01/22/2018 - Present
Allstate Financial Advisors, LLC (Waynesburg PA)
PA
10/29/2008 - 02/22/2017
WADDELL & REED (MONROEVILLE PA)
IA
Issued 07/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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