Unclaimed
Christopher Martin Lacasse is an investment advisor representative with USA Financial Securities LLC, based in ADA, MI. Christopher holds a Series 65 license, and is registered with the state of Missouri. Christopher has been in the financial services industry since 2010.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
03/21/2023 - Present
USA Financial Securities LLC (ADA MI)
IA
Issued 03/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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