Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Quinn is a financial advisor who has been in the industry since January 21, 2008. Casey is currently registered with Cetera Investment Advisers LLC and has been with the firm since August 10, 2023. Prior to joining Cetera Investment Advisers LLC, Casey was registered with Securian Financial Services, Inc., Valic Financial Advisors, Inc., Edward Jones and Ameriprise Financial Services, Inc. Casey is licensed in Florida, Georgia, Kentucky, Michigan, and Ohio. Casey holds Series 7 and 66 licenses, as well as the SIE designation.
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
MI
08/10/2023 - Present
Cetera Investment Advisers LLC (SOUTHFIELD MI)
MI
03/24/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
10/25/2011 - 03/16/2022
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
MI
01/22/2007 - 06/07/2010
EDWARD JONES (BRIGHTON MI)
MI
05/15/2006 - 10/03/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ANN ARBOR MI)
BOTH
Issued 5/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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