Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Curtis Casey is an investment advisor representative registered with First Trust Advisors LP. William is a registered representative with Series 7 and Series 66 licenses. William has been active in the securities industry since 2010. Previously, William was associated with Morgan Stanley Smith Barney. William's specializations include providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
09/21/2011 - Present
First Trust Advisors LP (WHEATON IL)
IL
10/07/2010 - 01/04/2011
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
BOTH
Issued 01/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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