Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Bloomer is a financial professional with over 8 years of experience in the financial services industry. Casey is currently registered with LPL Financial LLC and is located in Vernon Hills, Illinois. Casey has been registered in Illinois since 2023 and in Florida since 2023. Prior to joining LPL Financial LLC, Casey was affiliated with CUSO FINANCIAL SERVICES, L.P., LPL Financial LLC, and BMO HARRIS FINANCIAL ADVISORS, INC. Casey holds a Series 6, Series 63, and SIE license.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
06/30/2023 - Present
LPL Financial LLC (VERNON HILLS IL)
IL
12/17/2021 - 06/30/2023
CUSO FINANCIAL SERVICES, L.P. (VERNON HILLS IL)
WI
03/24/2021 - 12/09/2021
LPL FINANCIAL LLC (LAKE GENEVA WI)
WI
08/07/2019 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (LAKE GENEVA WI)
IL
03/17/2015 - 08/16/2019
FIFTH THIRD SECURITIES, INC. (EVANSTON IL)
BC
Issued 07/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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