Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casper? Claim Your ProfileCasper Merle Terpinski is a registered investment advisor representative with Zacks Investment Management, Inc.. Casper has been in the securities industry since November 1984 and has been with Zacks Investment Management, Inc. since July 2008. Casper has a Series 63 and Series 65 license. Casper's previous experience includes working at SCOTTRADE, INC., LINSCO/PRIVATE LEDGER CORP., WACHOVIA SECURITIES, LLC, DAIN RAUSCHER INCORPORATED, RAUSCHER PIERCE REFSNES, INC., PRINCIPAL FINANCIAL SECURITIES,INC., ROTAN MOSLE INC., H. C. COPELAND AND ASSOCIATES EQUITIES, INC., and FIRST INVESTORS CORPORATION. Casper specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Casper is also involved in developing and selling magnetic pick-up tools through TURNPRO LLC.
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.
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.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
08/08/2008 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
TX
02/25/2005 - 07/21/2008
SCOTTRADE, INC. (SAN ANTONIO TX)
SC
01/02/2004 - 03/12/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
10/06/2000 - 01/08/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/02/1998 - 10/09/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
09/26/1994 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
TX
09/18/1989 - 10/06/1994
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
08/14/1985 - 10/07/1989
ROTAN MOSLE INC.
NA
11/21/1984 - 09/09/1985
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
NA
11/21/1984 - 02/04/1985
FIRST INVESTORS CORPORATION
IA
Issued 08/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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