Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casi? Claim Your ProfileCasi M. Dileva is a financial advisor with Ameriprise Financial Services, LLC. Casi is based in Overland Park, KS and has over 20 years of experience in the financial services industry. Casi holds the Series 6, 7, 24, 63, and 65 securities licenses. Casi has worked for several other financial firms, including WELLS FARGO CLEARING SERVICES, LLC, NATIONWIDE INVESTMENT SERVICES CORPORATION, UNIONBANC INVESTMENT SERVICES, LLC, ALLSTATE DISTRIBUTORS, L.L.C, and LINSCO/PRIVATE LEDGER CORP. Casi is registered to provide investment advice in California and Texas.
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.
Asset allocation services
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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CA
10/21/2024 - Present
Ameriprise Financial Services, LLC (San Pedro CA)
CA
11/30/2021 - 09/25/2023
WELLS FARGO CLEARING SERVICES, LLC (EL SEGUNDO CA)
OH
10/25/2013 - 07/01/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CA
09/04/2009 - 10/07/2013
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
IL
07/11/2006 - 03/25/2009
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
OH
06/02/2003 - 04/05/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
05/22/2001 - 05/30/2003
IFMG SECURITIES, INC. (PURCHASE NY)
SC
05/01/2000 - 05/16/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
09/11/1998 - 05/03/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
CA
11/25/1997 - 09/09/1998
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
CA
04/18/1994 - 10/24/1997
WESTFIN SECURITIES CORPORATION (IRVINE CA)
IA
Issued 03/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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