Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Harding is a financial advisor with Osaic Wealth, Inc., and has been working in the industry since 2020. Casey is licensed in 13 states, and has a strong background in financial planning. Casey has the Series 63, Series 7TO, and Series 6TO licenses and is also a Certified Financial Planner. Casey works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Casey's experience and expertise in financial planning make Casey a valuable resource for individuals and families looking to achieve their financial goals.
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.
1
2
TX
09/01/2023 - Present
Osaic Wealth, Inc. (MIDLOTHIAN TX)
TX
01/05/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MIDLOTHIAN TX)
TX
10/01/2020 - 01/05/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Mansfield TX)
TX
08/11/2020 - 08/27/2020
GUIDESTONE FINANCIAL SERVICES (DALLAS TX)
BC
Issued 08/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Casey Harding is the right advisor for you? Invested Better is here to help.
