Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Casale is a financial advisor with Cuso Financial Services, LP. Christopher has over 35 years of experience in the financial services industry. Christopher is a Registered Representative and Investment Advisor Representative. Christopher is registered in multiple states and is also a licensed insurance agent. Christopher has a strong track record of success in helping clients achieve their financial goals. Christopher specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses. Christopher is committed to providing his clients with personalized service and a comprehensive financial plan.
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.
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
MA
06/20/2017 - Present
Cuso Financial Services, LP (Wilbraham MA)
MA
11/03/2015 - 04/05/2017
LPL FINANCIAL LLC (W SPRINGFIELD MA)
CO
07/10/2014 - 10/30/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
03/13/2006 - 04/30/2014
NFP SECURITIES, INC. (NORTHAMPTON MA)
MA
02/03/2004 - 03/22/2006
NEW ENGLAND SECURITIES (INDIAN ORCHARD MA)
CT
03/26/1999 - 12/31/2003
BANNON, OHANESIAN & LECOURS, INC. (WEST HARTFORD CT)
MN
01/15/1999 - 04/07/1999
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
SC
09/08/1995 - 02/03/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
08/22/1994 - 09/12/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
ME
02/28/1994 - 08/15/1994
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
MA
06/04/1993 - 03/04/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
VA
04/07/1989 - 06/04/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
01/28/1988 - 04/08/1989
DEAN WITTER REYNOLDS INC.
NA
07/15/1985 - 01/23/1988
ADVEST, INC.
NA
06/28/1982 - 07/24/1985
E. F. HUTTON & COMPANY INC
IA
Issued 08/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Casale is the right advisor for you? Invested Better is here to help.
