Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Ray Sullivan is a financial advisor with Ameriprise Financial Services, LLC. Casey is a registered investment advisor and is licensed to provide financial advice in 26 states including Washington, Oregon, Texas, and California. Casey has been in the financial services industry since May 1, 2019. Casey has Series 7, Series 66 and SIE licenses. The firm provides services to individuals, businesses, trusts and estates, charitable organizations, pension and profit sharing plans, insurance companies, state or municipal government entities and high net worth individuals. Casey is a specialist in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
WA
06/11/2019 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
BOTH
Issued 06/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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