Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Michael Casciola is a financial advisor with AssuredPartners Investment Advisors, LLC. Gary has been in the financial industry since January 1999, and is registered to provide investment advice in Pennsylvania. He has also held previous positions with LPL Financial LLC, Invest Financial Corporation and Ameritas Investment Corp. Gary also provides insurance sales services for AssuredPartners. Gary's firm provides investment advisory services to individuals and businesses, and specializes in financial planning, portfolio management and retirement planning.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
PA
04/04/2023 - Present
Assuredpartners Investment Advisors (Pittsburgh PA)
PA
06/05/2015 - 04/24/2023
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
03/02/2009 - 06/08/2015
INVEST FINANCIAL CORPORATION (PITTSBURGH PA)
PA
05/11/2000 - 03/05/2009
AMERITAS INVESTMENT CORP. (PITTSBURGH PA)
MO
01/28/1999 - 05/09/2000
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 06/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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