Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasey? Claim Your ProfileKasey Somers Closs is a financial professional with over 7 years of experience in the industry. Kasey is a Certified Financial Planner™ professional and a Chartered Financial Consultant. Kasey is currently registered with Cambridge Investment Research Advisors, Inc. Kasey's previous experience includes roles with MML Investors Services, LLC, Hornor, Townsend & Kent, Inc., and Wells Fargo Clearing Services, LLC. Kasey holds Series 7, Series 63, and Series 65 licenses. Kasey's specializations include retirement planning, investment management, and insurance planning.
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
OR
07/24/2023 - Present
Cambridge Investment Research Advisors, Inc. (Wilsonville OR)
OR
07/18/2018 - 07/27/2023
MML INVESTORS SERVICES, LLC (Wilsonville OR)
OR
07/21/2017 - 06/29/2018
HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)
OR
11/01/2016 - 03/01/2017
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
IA
Issued 04/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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