Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Tjalsma is a financial advisor with LPL Financial LLC. Casey has been in the financial services industry since 2001. Casey is registered to provide investment advice and securities services in 26 states. Casey has a Series 7, 6, 63, 65 and 24 license and is a Certified Financial Planner. Casey is committed to providing financial advice and services that meet the unique needs of each client. Casey specializes in providing investment advice and financial planning services to individuals, families, and businesses.
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
MI
08/16/2021 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
01/03/2011 - 08/17/2021
VOYA FINANCIAL ADVISORS, INC. (Grand Rapids MI)
MI
01/03/2006 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (GRAND RAPIDS MI)
FL
08/04/2004 - 09/08/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MD
11/05/2001 - 07/27/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 11/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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