Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Troy Chajkowski is a financial advisor at Fisher Retirement Solutions LLC. Casey is registered with the state of Florida and Texas. Casey has a Series 66 license and has been in the industry since 2014. Casey was previously registered with T. Rowe Price Investment Services, Inc.. Casey has a Series 7 license, and a Securities Industry Essentials license. Casey specializes in retirement planning, and portfolio management for businesses. Casey is a dedicated financial professional with a passion for helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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FL
07/09/2024 - Present
Fisher Retirement Solutions LLC (TAMPA FL)
FL
06/04/2014 - 07/08/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 08/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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