Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason James Casey is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Jason has been in the industry since November 2009 and has held previous roles at MSI Financial Services, Inc., and MML Investors Services, LLC. Jason holds the Series 66, Series 7 and SIE licenses. Jason has a special focus on working with high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
WA
10/26/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SEATTLE WA)
WA
03/25/2017 - 10/20/2017
MML INVESTORS SERVICES, LLC (TACOMA WA)
WA
11/19/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TACOMA WA)
BOTH
Issued 02/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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