Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Huffman is an Investment Advisor Representative registered with Keenan Financial. Casey has been in the industry since 2021 and holds the Series 65 license as well as the SIE. Casey has worked in the finance and service industries for several years, most recently at Keenan Financial where Casey is currently employed. Casey also holds an insurance license for life, accident, and health insurance. Casey specializes in working with individuals and businesses and providing financial planning and portfolio management.
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.
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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MA
01/10/2025 - Present
Keenan Financial (BOSTON MA)
IA
Issued 06/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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