Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lacasse is a registered representative with USA Financial Securities LLC. William has been in the financial industry since 1991. William has a Series 7, 6, and 63 license and also holds the SIE and Series 65 licenses. William is licensed to provide investment advice in Alaska, Arizona, Arkansas, California, Colorado, Florida, Illinois, Iowa, Kansas, Mississippi, Missouri, New Jersey, Oklahoma, Oregon, Texas, Utah, Washington and Wisconsin. William is also registered with FINRA and the MSRB. William has over 30 years of experience in the financial services industry and has a proven track record of success.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
11/04/2016 - Present
USA Financial Securities LLC (ADA MI)
MO
08/14/2002 - 12/04/2006
MOLONEY SECURITIES CO., INC. (MANCHESTER MO)
IA
06/06/2000 - 04/03/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
02/26/1998 - 12/31/1999
MOLONEY SECURITIES CO., INC. (MANCHESTER MO)
MN
12/14/1994 - 12/31/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
SD
09/03/1993 - 12/20/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
MO
01/07/1993 - 09/07/1993
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
06/13/1990 - 10/08/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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