Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Casazza is a financial advisor with Creative Planning. Paul is a registered representative in Illinois and Texas. Paul has been in the financial services industry since 2006. Paul has experience with both individual and institutional clients. Paul is committed to providing comprehensive financial planning and investment management services to help clients reach their financial goals.
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.
1
2
KS
10/05/2021 - Present
Creative Planning (OVERLAND PARK KS)
IL
05/17/2013 - 10/20/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (OAK BROOK IL)
IL
06/01/2009 - 06/13/2013
MORGAN STANLEY (OAK BROOK IL)
IL
08/10/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
IL
07/12/2006 - 08/17/2007
A. G. EDWARDS & SONS, INC. (OAKBROOK TERRACE IL)
BOTH
Issued 07/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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