Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Harvin Clark is a financial advisor with Ameriprise Financial Services, LLC in New Smyrna Beach, FL. Casey has been in the financial industry for over 20 years and has a strong background in helping clients reach their financial goals. Casey is registered with the Securities and Exchange Commission as a registered representative and investment advisor representative. Casey holds the Series 66, Series 7 and SIE licenses. Casey is also licensed to conduct business in multiple states, including Florida, Texas, Colorado, Georgia, Illinois, Maryland, Michigan, Mississippi, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia and Washington.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
07/07/2023 - Present
Ameriprise Financial Services, LLC (NEW SMYRNA BEACH FL)
MN
07/23/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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