Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Casey is an investment advisor representative at Cbiz Investment Advisory Services, LLC. Timothy Casey has been in the industry since 2021 and holds the Series 63, Series 65, Series 7, and SIE licenses. Timothy Casey works primarily with pension and profit-sharing plans, individuals, and state or municipal government entities.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
MA
05/16/2024 - Present
Cbiz Investment Advisory Services, LLC (Boston MA)
NE
09/07/2023 - 11/16/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
MA
04/19/2022 - 08/30/2023
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
NH
06/03/2021 - 04/04/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 06/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Timothy Casey is the right advisor for you? Invested Better is here to help.
