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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Casey is a financial advisor with over 30 years of experience. She is a Registered Representative and Investment Advisor Representative. Cheryl Casey has held various roles at financial institutions including MBSC Securities Corporation, NYLIFE Distributors LLC, Putnam Retail Management Limited Partnership, Evergreen Investment Services, Inc., Colonial Investment Services, Inc., and Kestra Advisory Services, LLC. Cheryl Casey is also a Certified Financial Planner. Her experience includes working with high-net-worth individuals, corporations and other businesses, pension and profit sharing plans, charitable organizations, and insurance companies. Cheryl Casey's expertise in financial planning and portfolio management allows her to help 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
1
2
AL
07/05/2017 - Present
Kestra Advisory Services, LLC (BIRMINGHAM AL)
NY
08/03/2007 - 08/24/2015
MBSC SECURITIES CORPORATION (NEW YORK NY)
NJ
04/14/2004 - 08/07/2007
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
MA
09/17/2001 - 03/11/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NC
12/10/1997 - 08/06/2001
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
03/01/1995 - 11/30/1996
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
NA
10/11/1994 - 03/01/1995
COLONIAL INVESTMENT SERVICES
NA
01/07/1994 - 07/25/1994
MERIDIAN ASSOCIATES, INC.
NY
05/11/1993 - 01/07/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
05/20/1993 - 12/31/1993
FINANCIAL HORIZONS SECURITIES CORPORATION
CA
01/17/1991 - 05/11/1993
GLENFED BROKERAGE SERVICES (GLENDALE CA)
MA
11/07/1989 - 08/09/1991
PUTNAM FINANCIAL SERVICES, INC. (BOSTON MA)
IL
02/14/1989 - 06/13/1989
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
FL
09/23/1988 - 01/24/1989
ADAMS, BLOCK & COE SECURITIES, INC. (FT. LAUDERDALE FL)
IL
08/22/1986 - 08/23/1988
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
NA
07/23/1985 - 06/09/1986
BLINDER, ROBINSON & CO.,INC.
IA
Issued 12/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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