Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rande? Claim Your ProfileRande Trent Casaday is a financial advisor currently working with Confluence Financial Partners, a firm based in McMurray, PA. Rande has been in the financial industry since 1986 and has worked with multiple firms including Stifel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Legg Mason Wood Walker, Incorporated and Legg Mason Masten Inc. Rande's expertise includes financial planning, pension consulting, and selection of other advisors. Rande's firm Confluence Financial Partners provides portfolio management for individuals, businesses, and pension consulting. They specialize in managing assets for a wide range of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
PA
03/18/2024 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
02/21/2012 - 04/04/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PITTSBURGH PA)
PA
01/01/2008 - 02/22/2012
WELLS FARGO ADVISORS, LLC (PITTSBURGH PA)
PA
02/02/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREEN TREE PA)
MD
11/03/1987 - 02/10/1993
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
02/19/1986 - 11/04/1987
LEGG MASON MASTEN INC.
IA
Issued 04/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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