Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey McGinn is a financial advisor with Fidelity Brokerage Services LLC. Casey has been in the financial services industry since 2007 and holds the Series 6, 7, 9, 26 and 63 licenses. Casey is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 52 states and the District of Columbia.
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.
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.
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2
UT
01/01/2008 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
TX
11/28/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 05/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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