Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Schwartz is a financial advisor with J.p. Morgan Securities LLC, based in Sun Prarie, WI. Casey is registered with the state of Wisconsin and is a Series 63, 6TO, and SIE exam holder. Casey has been in the financial industry for over a year. Casey specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WI
03/26/2024 - Present
J.p. Morgan Securities LLC (Sun Prarie WI)
BC
Issued 04/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Casey Schwartz is the right advisor for you? Invested Better is here to help.
