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Timothy J Casey

Mischler Financial Group, Inc.

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About Timothy J Casey

Timothy Casey is a financial advisor with Mischler Financial Group, Inc. located in Boston, MA. Timothy Casey has been in the financial services industry since December 3, 1994 and has experience in multiple firms, including Cabrera Capital Markets, LLC, Navpoint, LLC, Soleil Securities Corporation, Standish Fund Distributors, L.P., SunTrust Equitable Securities, SG Cowen Securities Corporation and Cowen & Co.. Timothy Casey is licensed to sell securities in the states of Massachusetts, Connecticut, California, and Iowa.

Firm Information

Timothy Casey is currently registered with Mischler Financial Group, Inc.. Mischler Financial Group, Inc. is a corporation formed in November 1994. It is registered with the SEC and in 48 states, providing financial services nationwide.

Not reported

Assets Under Management

Not reported

Total Clients

49

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.

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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Timothy Casey’s Registration & Firm History

MA

11/09/2015 - Present

Mischler Financial Group, Inc. (Boston MA)

MA

02/04/2011 - 11/11/2015

CABRERA CAPITAL MARKETS, LLC (BOSTON MA)

MA

12/15/2008 - 02/10/2011

NAVPOINT, LLC (BOSTON MA)

MA

08/07/2003 - 09/30/2008

SOLEIL SECURITIES CORPORATION (BOSTON MA)

MA

08/23/2002 - 06/05/2003

STANDISH FUND DISTRIBUTORS, L.P. (BOSTON MA)

GA

11/07/2000 - 06/06/2001

SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)

NY

07/01/1998 - 10/31/2000

SG COWEN SECURITIES CORPORATION (NEW YORK NY)

NY

04/28/1993 - 07/01/1998

COWEN & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2003

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/27/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy J Casey.
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