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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Michael Boland is a financial advisor with HCM Wealth Advisors, a firm based in Cincinnati, OH. Casey has been a registered investment advisor since 1996 and has worked in the financial services industry since 1991. Casey specializes in providing financial planning, portfolio management, and educational seminars for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Casey is a registered investment advisor in Ohio and holds the Series 65 and 7 licenses.
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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OH
12/11/2014 - Present
HCM Wealth Advisors (CINCINNATI OH)
OH
08/18/1999 - 09/14/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MA
03/18/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NJ
09/27/1996 - 06/09/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
RI
11/18/1993 - 11/07/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NJ
11/04/1991 - 10/20/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
09/18/1991 - 12/20/1991
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
IA
Issued 10/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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