Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor Gerard Casey is a registered investment advisor representative with LaSalle ST. Investment Advisors, LLC and has been in the financial services industry since January 27, 1988. Conor is licensed to provide investment advice in Massachusetts and New York. Conor has held previous positions with McDonald Investments Inc., Key Investments Inc., Liberty Securities Corporation, MONY Securities Corp. and The Mutual Life Insurance Company of New York. Lasalle ST. Investment Advisors, LLC is a registered investment advisor based in Elmhurst, Illinois and focuses on providing financial planning and portfolio management services for individuals, corporations, charitable organizations and pension plans.
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.
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.
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2
NY
01/07/2022 - Present
Lasalle ST. Investment Advisors, LLC (East Aurora NY)
NY
05/14/1999 - 12/31/2005
MCDONALD INVESTMENTS INC. (WEST SENECA NY)
OH
01/25/1993 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
06/03/1991 - 02/02/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
01/26/1988 - 07/03/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
01/26/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 01/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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