Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey D. Casale is a financial advisor who has been in the industry since 2002. Jeffrey currently works at Osaic Wealth, Inc., where he is registered as a Registered Representative. Jeffrey has previously worked for Woodbury Financial Services, Inc., LPL Financial LLC, Transamerica Capital, Inc., Macquarie Capital (USA) Inc., and Putnam Retail Management Limited Partnership. Jeffrey holds a Series 6, Series 7, Series 63, Series 65, and Series 66 license. Jeffrey specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
1
2
CT
01/19/2024 - Present
Osaic Wealth, Inc. (Bozrah CT)
MA
01/19/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SHIRLEY MA)
MA
09/07/2016 - 12/04/2016
LPL FINANCIAL LLC (TYNGSBORO MA)
CO
12/21/2011 - 08/26/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MA
06/05/2009 - 12/19/2011
MACQUARIE CAPITAL (USA) INC. (BOSTON MA)
MA
09/13/2001 - 02/18/2009
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BOTH
Issued 03/16/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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