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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasey? Claim Your ProfileKasey Patrick George is a financial advisor with over 20 years of experience in the industry. Kasey has been registered with Cambridge Investment Research Advisors, Inc. since August 2023. Previously, Kasey has worked with Lincoln Investment, Legend Equities Corporation, VALIC Financial Advisors, Inc., BANC ONE SECURITIES CORPORATION, and First Investors Corporation. Kasey holds Series 6, 7, 63, and 65 securities licenses. Kasey is also a Certified Financial Planner. Kasey provides financial planning, portfolio management for individuals and businesses, and pension consulting. Kasey works primarily with high-net-worth individuals and families, as well as businesses and retirement plans. Kasey's primary office is located in Royal Oak, Michigan.
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.
Solicitation fees from 3rd party money managers
1
2
MI
08/31/2023 - Present
Cambridge Investment Research Advisors, Inc. (Royal Oak MI)
MI
01/03/2017 - 08/31/2023
LINCOLN INVESTMENT (Royal Oak MI)
MI
11/02/2010 - 01/03/2017
LEGEND EQUITIES CORPORATION (Royal Oak MI)
MI
10/28/2003 - 11/03/2010
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
IL
03/17/2003 - 10/10/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
06/29/1998 - 02/02/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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