Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Mackenzie Elkins is a registered Investment Advisor Representative with Foundations Investment Advisors LLC. Casey has been in the financial services industry since 2015. Casey holds a Series 65 license, and has a background in the insurance industry. Casey's previous employers include Rust Automation & Controls and United Rentals. Casey provides financial planning services and educational seminars to individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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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WA
06/03/2021 - Present
Foundations Investment Advisors LLC (Renton WA)
IA
Issued 07/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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