Unclaimed
Timothy Casino is a financial professional with over 20 years of experience in the industry. Timothy is currently registered with J.p. Morgan Securities LLC in Las Vegas, Nevada. Timothy has held previous roles with Chase Investment Services Corp., Citigroup Global Markets Inc., Citicorp Investment Services and Cal Fed Investments. Timothy is a Series 6, Series 63, and SIE licensed professional. Timothy specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and labor unions.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NV
10/01/2012 - Present
J.p. Morgan Securities LLC (Las Vegas NV)
NV
06/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAS VEGAS NV)
NV
05/29/2007 - 03/29/2010
CITIGROUP GLOBAL MARKETS INC. (LAS VEGAS NV)
NV
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (LAS VEGAS NV)
CA
01/31/2003 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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