Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Callahan is a financial advisor with Osaic Wealth, Inc. Casey's career in the financial services industry began in 2018 and Casey has a wide range of experience working with individuals, families, corporations, and non-profit organizations. Casey holds the Series 6, 7, 63, and 65 securities licenses and is licensed to sell insurance in Illinois. Casey provides financial planning, investment management, and insurance solutions to individuals and families across the country.
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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IL
09/19/2023 - Present
Osaic Wealth, Inc. (VILLAGE OF LAKEWOOD IL)
IL
09/01/2023 - 09/07/2023
OSAIC WEALTH, INC. (GRAYSLAKE IL)
IL
02/14/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GRAYSLAKE IL)
IL
04/08/2021 - 03/02/2022
ONEAMERICA SECURITIES, INC. (Oakbrook Terrace IL)
IL
02/20/2020 - 12/23/2020
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
12/03/2018 - 11/19/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ELGIN IL)
IA
Issued 04/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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