Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Bernard Cacase is a financial advisor with over 35 years of experience in the financial services industry. Craig is currently registered with Private Advisor Group, LLC and has held previous registrations with firms such as Waddell & Reed, LPL Financial Corporation, and IFMG Securities, Inc. He is registered in multiple states and holds several licenses and certifications, including the Series 6, Series 63, Series 26, and SIE. Craig specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. He is committed to building long-term relationships with his clients and helping them 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.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
11/13/2017 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
CT
07/26/2010 - 11/13/2017
WADDELL & REED (HAMDEN CT)
CT
05/27/2008 - 07/15/2010
LPL FINANCIAL CORPORATION (WETHERSFIELD CT)
CT
04/26/2001 - 05/27/2008
IFMG SECURITIES, INC. (PLAINVILLE CT)
WI
04/04/1996 - 06/29/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
04/20/1992 - 03/29/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
02/22/1983 - 01/02/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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