Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Andrew Huie is a financial advisor with over 35 years of experience in the industry. Casey is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to that, Casey was associated with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Casey holds licenses for both securities and investment advisory services. Casey is a Registered Representative and Investment Advisor Representative. Casey's areas of expertise include financial planning, portfolio management, asset allocation advice, and pension consulting. Casey has a wide range of experience working with individual investors, businesses, institutions, and high-net-worth clients.
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
AR
06/01/2009 - Present
Morgan Stanley (Little Rock AR)
AR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LITTLE ROCK AR)
AR
11/14/1986 - 04/02/2007
MORGAN STANLEY DW INC. (LITTLE ROCK AR)
NA
10/28/1985 - 03/19/1987
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 06/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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