Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candida? Claim Your ProfileCandida Casey is an investment advisor representative with Northwest Asset Management. Candida is a registered investment advisor in Illinois and Washington. Candida has been in the industry for over 30 years, and has worked at several firms including Morgan Stanley, William Blair & Company LLC, Merrill Lynch and Lehman Brothers Inc. Candida has a broad range of experience, including financial planning, pension consulting, and portfolio management. Candida is committed to providing her clients with personalized advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
A percentage of the total value of assets under management is charged.
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2
IL
12/11/2019 - Present
Northwest Asset Management (CHICAGO IL)
IL
05/15/2013 - 12/11/2019
MORGAN STANLEY (Chicago IL)
IL
04/16/1996 - 05/01/2013
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
09/23/1993 - 05/30/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/27/1989 - 06/29/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/15/1986 - 12/18/1987
MONTGOMERY SECURITIES
IA
Issued 05/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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