Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Patrick O'Gorman is an Investment Advisor Representative at Osaic Wealth, Inc. Casey has been in the industry since 1989 and has experience working at several firms including Woodbury Financial Services, Inc., AXA Advisors, LLC, and MONY Securities Corporation. Casey is licensed to provide investment advice in Florida, Texas, and Wisconsin and holds Series 6, 7, and 63 securities licenses as well as the Series 65 Investment Advisor license. Osaic Wealth, Inc. is a firm with offices in Scottsdale, Arizona, and provides financial planning, portfolio management, and educational seminars to individuals, businesses, corporations, and trusts. Casey is also a board member of the Fellowship of Christian Athletes and Westmoor Country Club.
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.
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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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (WAUKESHA WI)
WI
02/17/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WAUKESHA WI)
NY
06/01/2005 - 03/06/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/21/1989 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/21/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 04/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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