Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Thomas Casey is a financial advisor with over 20 years of experience in the industry. Casey is currently registered with State Farm VP Management Corp. in Oregon, Wisconsin. Previously, Casey was registered with STRONG INVESTMENTS, INC. in Menomonee Falls, Wisconsin. Eric holds the Series 7, Series 63, and Series 65 licenses as well as the SIE and Series 6TO exams.
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.
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.
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WI
10/06/2002 - Present
State Farm VP Management Corp. (Oregon WI)
WI
04/26/2000 - 11/05/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 09/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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