Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Tyler Smith is a financial advisor with Wiser Wealth Management, Inc. located in Marietta, Georgia. Casey is also registered as an Investment Advisor Representative in Texas. Casey is experienced in providing financial planning and portfolio management services to individuals and families. Casey has a strong understanding of the financial markets and a commitment to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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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GA
08/20/2013 - Present
Wiser Wealth Management, Inc. (MARIETTA GA)
NY
05/19/2000 - 06/04/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 06/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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