Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Prisco is a financial advisor currently registered with Morgan Stanley. Casey has been in the financial industry since April 2018. They have held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cetera Advisor Networks LLC, Deutsche AM Distributors, Inc. and Lincoln Investment. Casey has a Series 66 license, as well as Series 7 and SIE licenses. Casey works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
07/27/2024 - Present
Morgan Stanley (Fort Lauderdale FL)
FL
03/09/2020 - 02/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
08/09/2018 - 09/23/2019
CETERA ADVISOR NETWORKS LLC (FT. LAUDERDALE FL)
FL
12/21/2016 - 02/06/2018
DEUTSCHE AM DISTRIBUTORS, INC. (JACKSONVILLE FL)
FL
10/19/2015 - 11/11/2015
LINCOLN INVESTMENT (JACKSONVILLE FL)
BOTH
Issued 06/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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