Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey William Jones is a registered representative with Morgan Stanley and has been in the industry since July 2014. Casey has a Series 66 license and Series 7 licenses. Casey is registered with the state of Missouri as well as Texas and is currently registered with FINRA as a Registered Representative. Casey William Jones has previously worked for TD AMERITRADE, INC., WELLS FARGO ADVISORS, LLC, and MML INVESTORS SERVICES, LLC. Casey is licensed to provide financial and investment advice. Casey is a specialist in financial planning, investment management, pension consulting and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
MO
02/20/2020 - Present
Morgan Stanley (Clayton MO)
MO
08/18/2016 - 09/07/2017
TD AMERITRADE, INC. (CHESTERFIELD MO)
MO
02/12/2015 - 08/09/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
05/02/2013 - 02/04/2014
MML INVESTORS SERVICES, LLC (CHESTERFIELD MO)
BOTH
Issued 06/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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