Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerrie? Claim Your ProfileKerrie Casey is an Investment Advisor Representative at Sageview Advisory Group, LLC. Kerrie has been in the financial services industry since 1996 and has experience working with a wide range of clients including individuals, corporations, and institutions. Kerrie has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and guidance. She is passionate about helping her clients reach their financial goals. Kerrie is a Series 6, 7, 63, and 66 licensed professional. Prior to joining Sageview Advisory Group, LLC Kerrie worked at MMC Securities Corp, Raymond James Financial Services, Inc., and Fidelity Investments Institutional Services Company, Inc.
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
CA
09/25/2015 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
MA
09/29/2010 - 02/27/2015
MMC SECURITIES CORP. (BOSTON MA)
MA
06/05/2007 - 09/30/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
RI
01/26/1999 - 11/15/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
04/16/1998 - 12/08/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
RI
06/14/1996 - 09/10/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 02/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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