Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Thomas Allison is a financial advisor with Voya Investment Management Co. LLC. Casey has been working in the financial industry since 2007. Casey is registered with the state of New York and 45 other states, and with FINRA. Casey has experience in a variety of investment areas including securities, futures, and investment company products. Casey has a strong track record of providing high-quality investment advice and services.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
06/01/2020 - Present
Voya Investment Management Co. LLC (NEW YORK NY)
GA
02/24/2016 - 05/12/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)
GA
07/25/2013 - 04/07/2014
LPL FINANCIAL LLC (ALPHARETTA GA)
GA
04/29/2008 - 07/25/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
NY
08/07/2007 - 04/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
02/02/2006 - 04/02/2008
GPC SECURITIES, INC. (ATLANTA GA)
NY
02/02/2006 - 03/31/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
11/22/2005 - 12/02/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
06/03/2005 - 09/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Casey Allison is the right advisor for you? Invested Better is here to help.
