Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Marie Casale is a financial advisor with over 25 years of experience in the industry. She is currently registered with Wells Fargo Clearing Services, LLC and has been in her current role since April 2016. Prior to this, Christine was with SunTrust Investment Services, INC., Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Regal Discount Securities, INC., Park Avenue Securities LLC, Guardian Investor Services Corporation and Gruntal & Co. Incorporated. Christine is licensed to conduct business in 18 states and holds the Series 63, SIE and Series 7 licenses. Christine specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional 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.
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.
Investment consulting services to institutional clients
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.
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2
FL
04/21/2016 - Present
Wells Fargo Clearing Services, LLC (FORT MYERS FL)
FL
04/30/2015 - 03/15/2016
SUNTRUST INVESTMENT SERVICES, INC. (FORT MYERS FL)
FL
07/01/2003 - 04/29/2015
WELLS FARGO ADVISORS, LLC (NAPLES FL)
NY
11/07/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IL
03/26/2001 - 05/14/2002
REGAL DISCOUNT SECURITIES, INC. (GLENVIEW IL)
NY
05/03/1999 - 06/25/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/08/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
03/28/1994 - 09/07/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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