Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Lee McClurkin is a financial advisor with Hightower Advisors, LLC. Casey has been in the financial services industry since May 2018. Prior to joining Hightower, Casey was an advisor with Ameriprise Financial Services, LLC, where she worked for several years. Casey is registered with the state of Maine and holds Series 66, Series 7 and SIE licenses. Casey specializes in providing financial planning, portfolio management for businesses and individuals and treasury management for corporate clients.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
05/24/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
TN
04/28/2021 - 05/09/2022
AMERIPRISE FINANCIAL SERVICES, LLC (ALCOA TN)
TN
10/07/2019 - 05/08/2020
AMERIPRISE FINANCIAL SERVICES, LLC (KNOXVILLE TN)
ME
04/18/2016 - 08/30/2018
AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND ME)
BOTH
Issued 06/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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