Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genise? Claim Your ProfileGenise Lacasse is an Investment Advisor Representative registered with USA Financial Securities LLC. Genise is based in ADA, MI. Genise's registrations include Series 65. Genise is associated with the ADA, MI and Osage Beach, MO branch offices of USA Financial Securities LLC. Genise has over 18 years of experience in the financial industry. Genise is also a tax preparer and uses Intuit tax software to prepare taxes. Genise has specialized in areas of retirement planning, college savings and income 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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MI
05/07/2019 - Present
USA Financial Securities LLC (ADA MI)
IA
Issued 05/06/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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