Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasey? Claim Your ProfileKasey Marie Mayne is a financial advisor with B. Riley Wealth Advisors, Inc. located in THE WOODLANDS, TX. Kasey Marie has been in the industry since March 26, 2013. Kasey Marie Mayne has a combined 18 years of experience in the financial services industry. Kasey Marie is registered with FINRA and is a registered investment advisor in the state of Texas.
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
TX
01/12/2018 - Present
B. Riley Wealth Advisors, Inc. (THE WOODLANDS TX)
TX
01/12/2018 - 07/22/2022
NATIONAL SECURITIES CORPORATION (THE WOODLANDS TX)
TX
01/08/2015 - 01/24/2018
AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
TX
03/25/2013 - 01/05/2015
J.P. MORGAN SECURITIES LLC (MONTGOMERY TX)
BOTH
Issued 05/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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