Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasey? Claim Your ProfileKasey Styrna is an Investment Advisor Representative who works for Plante Moran Financial Advisors and has been in the industry since February 10, 2002. Kasey Styrna is registered with the state of Illinois and the state of Michigan, and is licensed to conduct business in both states. Kasey has been a representative of Plante Moran Financial Advisors since November 27, 2013. Prior to joining Plante Moran Financial Advisors, Kasey worked for Charles Schwab & Co., Inc., Questar Capital Corporation, NatCity Investments, Inc., and Wachovia Securities Financial Network, 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.
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
IL
11/27/2013 - Present
Plante Moran Financial Advisors (Chicago IL)
MI
07/24/2006 - 11/15/2013
CHARLES SCHWAB & CO., INC. (SOUTHFIELD MI)
MI
02/24/2005 - 07/10/2006
QUESTAR CAPITAL CORPORATION (ANN ARBOR MI)
TX
03/11/2004 - 01/11/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OH
09/17/2003 - 03/12/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MO
10/14/2002 - 08/13/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
TX
04/26/2000 - 03/28/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/10/2006
Series 4 - Registered Options Principal Examination
BC
Issued 07/22/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/04/2005
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 05/21/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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