Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Davison is a financial advisor with Osaic Wealth, Inc. located in Waxham, NC. Casey has been a registered financial advisor since 2003. Casey's previous employers include LPL FINANCIAL LLC, MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, TOWER SQUARE SECURITIES, INC., WALNUT STREET SECURITIES, INC., METROPOLITAN LIFE INSURANCE COMPANY, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Casey is registered with the state of North Carolina. Casey holds the following licenses: Series 7, Series 66 and Series 99TO. Casey has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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
NC
02/01/2024 - Present
Osaic Wealth, Inc. (Waxham NC)
SC
11/12/2018 - 01/26/2024
LPL FINANCIAL LLC (FORT MILL SC)
NC
03/25/2017 - 05/08/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
08/17/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NJ
08/17/2005 - 01/02/2015
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
08/17/2005 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
08/17/2005 - 09/05/2013
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NJ
08/17/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NY
11/24/2003 - 08/26/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Casey Davison is the right advisor for you? Invested Better is here to help.
