Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey John Casey is a financial advisor in Williamston, MI. Jeffrey is registered with CG Advisory Services and has been in the industry since 1998. Previously, Jeffrey has also been employed by GENEOS WEALTH MANAGEMENT, INC., WFG INVESTMENTS, INC., INVEST FINANCIAL CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., VESTAX SECURITIES CORPORATION, and CAMBRIDGE INVESTMENT RESEARCH, INC. Jeffrey holds licenses for Series 63, SIE, and Series 7. Jeffrey is also a Certified Financial Planner and a Chartered Financial Consultant. Jeffrey's firm, CG Advisory Services, has offices in Williamston, MI and Charlotte, NC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
01/09/2014 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
08/31/2017 - 02/01/2019
GENEOS WEALTH MANAGEMENT, INC. (Haslett MI)
NC
05/15/2015 - 08/31/2017
WFG INVESTMENTS, INC. (CHARLOTTE NC)
MI
01/21/2009 - 05/18/2015
INVEST FINANCIAL CORPORATION (HASLETT MI)
MI
10/30/2001 - 01/22/2009
ROYAL ALLIANCE ASSOCIATES, INC. (HASLETT MI)
OH
09/03/1999 - 11/13/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
05/28/1999 - 09/07/1999
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
OH
09/16/1998 - 05/28/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Casey is the right advisor for you? Invested Better is here to help.
