Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Casey is a financial advisor registered with Sagespring Wealth Partners. Jeffrey has been in the financial industry since February 28, 2016. Jeffrey is registered with FINRA and the state of Nebraska as an Investment Advisor Representative. Jeffrey has passed the Series 66, Series 7 and SIE exams and is registered in 15 states. Jeffrey is also a registered Investment Advisor Representative in Texas. He is dedicated to providing personalized financial planning and investment management services to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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NE
03/23/2023 - Present
Sagespring Wealth Partners (Omaha NE)
BOTH
Issued 04/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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