Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Culley? Claim Your ProfileCulley Wayne Casey is an Investment Advisor Representative who has been in the industry since 1989. Casey is registered in 23 states and is currently affiliated with Morgan Stanley, where Casey has been employed since 2009. Casey has also been previously employed with CITIGROUP GLOBAL MARKETS INC., MORGAN STANLEY DW INC., EVEREN SECURITIES, INC. and BATEMAN EICHLER, HILL RICHARDS, INCORPORATED. Casey holds the Series 63, 10, 9, SIE, 31, and 7 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/08/2020 - Present
Morgan Stanley (Santa Rosa CA)
CA
02/04/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN RAFAEL CA)
NY
09/30/1993 - 02/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
09/04/1990 - 07/16/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
08/22/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BC
Issued 12/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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