Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasey? Claim Your ProfileKasey Massie-yeagle is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kasey has over 15 years of experience in the financial services industry. Kasey has a wide range of experience in financial planning, portfolio management, and investment consulting services. Kasey is registered to provide investment advice in 38 states and the District of Columbia. Kasey has a strong commitment to providing their clients with personalized financial advice and guidance.
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.
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.
Investment consulting services to institutional clients
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.
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2
OH
06/28/2016 - Present
Wells Fargo Advisors Financial Network, LLC (TROY OH)
BOTH
Issued 10/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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