Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Orourke is a financial advisor with LPL Financial LLC. Casey has over 15 years of experience in the financial services industry. Casey is registered to provide investment advisory services in Florida and Texas. Casey also holds several securities licenses, including Series 7, Series 6, Series 63, and Series 65. Casey's previous experience includes roles at SII Investments, Inc. and Allstate Financial Services, LLC. Casey provides financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
10/20/2022 - Present
LPL Financial LLC (THE VILLAGES FL)
FL
06/25/2013 - 02/14/2018
SII INVESTMENTS, INC. (THE VILLAGES FL)
FL
01/10/2013 - 06/18/2013
ALLSTATE FINANCIAL SERVICES, LLC (BELLEVIEW FL)
NY
09/22/2008 - 07/10/2012
ALLSTATE FINANCIAL SERVICES, LLC (PATCHOGUE NY)
NY
05/29/2007 - 09/18/2008
CITIGROUP GLOBAL MARKETS INC. (MANHASSET NY)
NY
10/23/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (HUNTINGTON NY)
IA
Issued 12/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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