Unclaimed
Casey Joseph Ash is a financial professional registered with First Command Advisory Services, Inc. Casey has been in the industry since 2023. Casey is registered with the state of Colorado and Texas. Casey holds the Series 66, Series 7TO and SIE exams. Casey is also licensed to provide financial planning and portfolio management services.
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.
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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CO
08/15/2023 - Present
First Command Advisory Services (Colorado Springs CO)
BOTH
Issued 02/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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