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Rogerella Butler Kasimir

Principle Wealth

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About Rogerella Butler Kasimir

Rogerella Kasimir is a financial advisor with Principle Wealth. Rogerella has been in the industry since 1992 and has a wide range of experience, including working with LPL Financial LLC and Essex Financial Services, Inc. Rogerella is licensed to sell insurance and holds the Series 6, 7, 24, 63 and 66 licenses.

Firm Information

Rogerella Kasimir is currently registered with Principle Wealth. Principle Wealth, located in Madison, CT, is an investment advisor specializing in financial planning, pension consulting, and portfolio management for individuals and corporations. The firm manages approximately $2.2 billion in assets for 3,356 clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Principle Wealth

670 BOSTON POST ROAD

MADISON, CT 06443

$2.22B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rogerella Kasimir’s Registration & Firm History

CT

12/20/2021 - Present

Principle Wealth (MADISON CT)

CT

08/07/2013 - 01/11/2021

LPL FINANCIAL LLC (OLD SAYBROOK CT)

CT

12/10/2003 - 08/16/2013

ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)

FL

05/31/2000 - 12/01/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

MA

03/01/1996 - 12/13/1996

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

11/17/1992 - 03/01/1996

G. R. PHELPS & CO., INC.

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Licenses & Designations

BOTH

Issued 12/18/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2004

Series 24 - General Securities Principal Examination

BC

Issued 12/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/12/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rogerella Butler Kasimir.
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