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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Stromer is a financial advisor currently working for Cetera Investment Advisers LLC. Casey has over 17 years of experience in the financial industry. Casey has held prior roles at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Casey has a wide range of experience including financial planning, portfolio management for individuals and businesses, and pension consulting. Casey is licensed in California and Idaho. Casey holds a Series 7, Series 9, Series 10, Series 31 and Series 63 license, as well as the SIE and Series 65 certifications.
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.
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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CA
09/19/2024 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
06/19/2009 - 05/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
06/22/2006 - 06/23/2009
EDWARD JONES (SANTA ROSA CA)
CA
06/03/2005 - 06/08/2006
MORGAN STANLEY DW INC. (SANTA ROSA CA)
IA
Issued 6/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/10/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 6/2/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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