Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis James Casey is a financial advisor in Ormond Beach, Florida, and has been working in the financial services industry for over 15 years. Dennis is registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since September 2019. Dennis has prior experience with SunTrust Investment Services, Inc., and Raymond James & Associates, Inc.. He is also the owner of Casey Wealth Advisors, a company providing financial advisory and investment services in Ormond Beach.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
09/19/2019 - Present
Raymond James Financial Services Advisors, Inc. (ORMOND BEACH FL)
FL
05/11/2015 - 08/28/2019
SUNTRUST INVESTMENT SERVICES, INC. (ORMOND BEACH FL)
FL
03/30/2010 - 05/12/2015
RAYMOND JAMES & ASSOCIATES, INC. (WEST PALM BEACH FL)
FL
05/02/2008 - 04/08/2010
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
BOTH
Issued 05/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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