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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Casey is a financial advisor with Cetera Investment Advisers LLC, specializing in various areas including financial planning, pension consulting, and portfolio management for individuals and businesses. With over 37 years of experience in the industry, Michael holds a Series 6, 7, and 63 license and is a Certified Financial Planner and a Chartered Financial Consultant.
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (NORTH CHESTERFIELD VA)
VA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NORTH CHESTERFIELD VA)
IA
04/19/1995 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
03/31/1986 - 04/18/1995
FIDELITY EQUITY SERVICES CORPORATION
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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