Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karey? Claim Your ProfileKarey Casto is an investment advisor representative with Allworth Financial, LP. Karey has been in the securities industry since 2004. Karey holds the following licenses: Series 6, Series 7, Series 24, Series 53, and Series 63 and Series 65. Karey has previously worked at Cetera Advisor Networks LLC and Blue Vase Securities, LLC.
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.
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2
CA
04/26/2023 - Present
Allworth Financial, LP (FOLSOM CA)
KS
10/24/2005 - 04/20/2023
CETERA ADVISOR NETWORKS LLC (LAWRENCE KS)
PA
01/09/2004 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
IA
Issued 05/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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