Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casie? Claim Your ProfileCasie Jo Eitniear is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Fremont, MI. Casie Jo has been in the financial services industry since December 2007 and is registered with FINRA and the state of Michigan. Casie Jo has a wide range of experience and expertise, and specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Casie Jo has a strong commitment to helping her clients achieve their financial goals. She is dedicated to providing personalized service and building long-term relationships with her clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
10/25/2018 - Present
Raymond James Financial Services Advisors, Inc. (Fremont MI)
MI
12/13/2007 - 11/01/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GRAND RAPIDS MI)
BOTH
Issued 05/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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