Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Wilson is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Casey has been in the financial services industry for over 16 years and has experience with a variety of financial products and services. Casey specializes in providing investment advice to individuals and businesses. Casey's areas of expertise include financial planning, portfolio management, and investment consulting services to institutional clients. Casey has a wide range of licenses and certifications, including Series 7, 63, 65, and 66. Casey has been registered with Wells Fargo Clearing Services, LLC since November 2021. Prior to that, Casey was registered with UBS Financial Services Inc., from March 2011 to December 2021.
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.
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.
Investment consulting services to institutional clients
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.
1
2
GA
12/02/2021 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
04/14/2011 - 12/16/2021
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
NJ
05/07/2001 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
GA
03/02/2001 - 04/06/2001
FIDELITY NATIONAL CAPITAL INVESTORS, INC. (ATLANTA GA)
NY
07/10/1997 - 08/11/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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