Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey McCoart is an Investment Advisor Representative with Peak Retirement Planning, Inc. Casey McCoart has been in the financial industry since 2014. Casey McCoart has a Series 6 and a Series 65 license. Casey McCoart offers financial planning and portfolio management services to individual clients. Casey McCoart has also worked with Hornor, Townsend & Kent, LLC and AXA Advisors, LLC. Casey McCoart currently has a firm location in Columbus, Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/07/2024 - Present
Peak Retirement Planning, Inc. (COLUMBUS OH)
OH
09/25/2018 - 09/30/2020
HORNOR, TOWNSEND & KENT, LLC (COLUMBUS OH)
OH
10/04/2016 - 04/19/2018
AXA ADVISORS, LLC (CENTERVILLE OH)
IA
Issued 11/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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