Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Kupper is a financial advisor who has been in the industry since 2001. Casey is currently registered with Raymond James Financial Services Advisors, Inc. in Irving, TX. Casey has passed the Series 63, Series 65, Series 7, Series 9 and Series 10 exams. Casey has experience working with a variety of clients, including individuals, businesses, and institutions. Casey specializes in a number of areas, including financial planning, investment management, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
11/09/2015 - Present
Raymond James Financial Services Advisors, Inc. (Irving TX)
TX
10/18/2001 - 09/23/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
IA
Issued 02/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Casey Kupper is the right advisor for you? Invested Better is here to help.
