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 registered representative with Cetera Investment Advisers LLC. Casey has been in the securities industry since January 21, 2008. Casey has experience with providing financial planning and portfolio management services to individuals and businesses. Casey has a strong focus on working with high-net-worth individuals and is also experienced in working with pension and profit-sharing plans, charitable organizations, and corporations or other businesses. Casey is licensed to provide investment advice in Florida, Georgia, Kentucky, Michigan, and 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.
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 05/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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