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Terrence Winston Casey

Chancellor Financial Group WB LP

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About Terrence Winston Casey

Terrence Winston Casey is a financial advisor with over 30 years of experience in the industry. He is currently registered with the state of Pennsylvania and is associated with Chancellor Financial Group WB LP. Terrence has a broad range of experience working with individuals and high-net-worth clients, as well as charitable organizations. He is also active in the community and serves as the president and partner of Chancellor Financial Group WB LP.

Firm Information

Terrence Casey is currently registered with Chancellor Financial Group WB LP. Chancellor Financial Group WB LP is an investment advisor headquartered in Wilkes-Barre, PA. The firm provides financial planning and portfolio management services to individuals and charitable organizations. They manage approximately $182,050,604 in assets for 811 clients.
Chancellor Financial Group WB LP

60 PUBLIC SQUARE

WILKES-BARRE, PA 18701

$182.05M

Assets Under Management

Not reported

Total Clients

8

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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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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Terrence Casey’s Registration & Firm History

PA

04/17/2012 - Present

Chancellor Financial Group WB LP (WILKES-BARRE PA)

PA

07/11/2014 - 11/04/2015

NEWBRIDGE SECURITIES CORPORATION (WILKES-BARRE PA)

PA

03/06/2014 - 07/14/2014

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (WILKES-BARRE PA)

PA

04/14/2010 - 03/06/2012

M&T SECURITIES, INC. (WILKES-BARRE PA)

NY

12/12/1985 - 11/16/1995

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/06/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2010

Series 7 - General Securities Representative Examination

BC

Issued 12/11/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terrence Winston Casey.
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