Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasey? Claim Your ProfileKasey Jae Hosack is a registered representative with Stifel, Nicolaus & Company, Inc. Kasey is licensed in 41 states and holds both Series 7 and 66 licenses. Kasey has been in the financial services industry since 2018. Kasey's professional experience includes time spent with NAI FMA Realty and Nebraska Aquatics. Kasey is also a Notary Public for the State of Nebraska. Kasey's practice focuses on providing financial advice to individuals, businesses, and institutions.
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
NE
05/28/2020 - Present
Stifel, Nicolaus & Company, Inc. (LINCOLN NE)
BOTH
Issued 05/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
New York Stock Exchange
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