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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stephen Casto is a financial advisor with Retirement Plan Advisors, LLC in Mokena, IL. Jeffrey has over 20 years of experience in the financial services industry. He is a registered representative and investment advisor representative. Jeffrey holds Series 7, 63, 65, and 24 licenses and is also registered as an investment advisor in Illinois and Texas. Jeffrey’s areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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
IL
11/26/2019 - Present
Retirement Plan Advisors, LLC (MOKENA IL)
NY
11/16/1999 - 04/06/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/11/1999 - 11/04/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
TX
10/01/1998 - 01/04/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 01/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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