Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Johansen is a financial professional with over 3 years of experience in the industry. Casey is a Registered Representative and Investment Advisor Representative with Prosperity Capital Advisors. Casey holds the Series 6, Series 63, and Series 65 licenses as well as the SIE designation. Previously, Casey worked with Mercap Securities, LLC and Hammer Financial Group. Casey has a diverse range of specializations including Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Selection of Other Advisers, and Educational Seminars. Casey is also a licensed insurance agent and spends some time working with the local chapter of the American Financial Education Alliance.
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.
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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2
OH
05/15/2019 - Present
Prosperity Capital Advisors (WESTLAKE OH)
IN
11/20/2017 - 11/02/2020
MERCAP SECURITIES, LLC (SCHERERVILLE IN)
IA
Issued 03/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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