Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey McCarty is a financial advisor with Gradient Advisors, LLC. Casey has over 10 years of experience in the financial services industry. Casey holds a Series 63, Series 65, Series 7TO, Series 52TO, Series 53, and Series 24 licenses. Casey is registered in Minnesota and has a background in accounting. Casey specializes in providing financial planning and investment management services to individuals, businesses, and retirement plans.
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.
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.
Referral fees
1
2
MN
05/03/2024 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
MN
08/14/2023 - 03/04/2024
CETERA ADVISORS LLC (SAINT PAUL MN)
MN
08/14/2023 - 03/04/2024
CETERA FINANCIAL SPECIALISTS LLC (SAINT PAUL MN)
MN
08/14/2023 - 03/04/2024
CETERA INVESTMENT SERVICES LLC (SAINT PAUL MN)
MN
08/10/2023 - 03/04/2024
CETERA ADVISOR NETWORKS LLC (SAINT PAUL MN)
MN
07/18/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
BC
Issued 06/08/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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