Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Casey is a financial advisor who has been in the industry since 2015. Jason is currently registered with LPL Financial LLC and is licensed to provide investment advice in Alabama, Florida, Georgia, Maine and Virginia. Previously, Jason was registered with Invest Financial Corporation and HD Vest Investment Services. Jason offers a range of financial services, including financial planning, portfolio management, and educational seminars. Jason is dedicated to providing personalized financial advice to help clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
GA
02/14/2018 - Present
LPL Financial LLC (ALBANY GA)
GA
05/26/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (ALBANY GA)
GA
02/23/2016 - 06/03/2016
HD VEST INVESTMENT SERVICES (ALBANY GA)
GA
02/07/2015 - 02/22/2016
LPL FINANCIAL LLC (ALBANY GA)
BOTH
Issued 03/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Casey is the right advisor for you? Invested Better is here to help.
