Unclaimed
Casey Laframboise is a registered representative with Fifth Third Securities, Inc. based in Brentwood, Tennessee. Casey has been in the industry for over two years. Casey has licenses for Series 63, 66, 7TO and SIE. Casey is a registered representative in 31 states and District of Columbia. Casey is also a registered Investment Advisor in Tennessee. Casey works with a variety of client types, including individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. Casey offers financial planning, portfolio management for businesses and individuals, and selection of other advisers.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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TN
02/26/2024 - Present
Fifth Third Securities, Inc. (BRENTWOOD TN)
BOTH
Issued 02/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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