Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mac? Claim Your ProfileMac Casale is a financial advisor with Fidelity Personal And Workplace Advisors, located in Albany, NY. Mac has been in the industry since 2008. He has been with Fidelity Personal And Workplace Advisors since 2011. Mac is registered with the state of New York as an investment advisor representative and is also registered in Texas as a broker-dealer representative. Mac is a Certified Financial Planner. Mac's primary services include portfolio management, financial planning, and educational seminars.
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.
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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NY
09/04/2018 - Present
Fidelity Personal AND Workplace Advisors (ALBANY NY)
NY
01/25/2010 - 11/21/2011
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
NY
03/03/2008 - 08/31/2009
FIRST INVESTORS CORPORATION (ALBANY NY)
BC
Issued 05/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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