Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Fry is a financial advisor with Kestra Advisory Services, LLC. Casey has been working in the financial industry since 2006 and has a strong background in both securities and investment advisory services. Casey holds both Series 6 and Series 7 licenses, along with the Series 66. Casey has experience providing financial planning, portfolio management, and investment advice to a variety of clients, including individuals, corporations, and trusts. Casey is registered with the state of Texas and is also a Registered Representative (RR) for Kestra Investment Services LLC.
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.
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
TX
02/14/2023 - Present
Kestra Advisory Services, LLC (Fort Worth TX)
TX
02/18/2019 - 02/15/2023
PRINCIPAL SECURITIES, INC. (FORT WORTH TX)
TX
04/01/2015 - 02/20/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT WORTH TX)
TX
10/01/2012 - 04/08/2015
J.P. MORGAN SECURITIES LLC (MANSFIELD, TX)
TX
07/03/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
BOTH
Issued 11/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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