Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Casey is a financial advisor registered with Merit Financial Advisors. William has been a financial advisor for over 40 years and holds a number of designations including Certified Financial Planner and Chartered Financial Consultant. William has experience working with various clients including individuals, corporations, high-net-worth individuals, and charitable organizations.
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.
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.
Consulting fees
1
2
GA
03/22/2024 - Present
Merit Financial Advisors (ALPHARETTA GA)
MN
08/25/1989 - 12/31/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
09/21/1988 - 12/31/2004
CRI SECURITIES, LLC (ST. PAUL MN)
NA
07/09/1988 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
NA
06/16/1986 - 06/03/1988
THE CHICAGO CORPORATION
NA
10/17/1983 - 05/12/1986
CONSOLIDATED RESOURCES, INC.
NA
08/24/1983 - 09/12/1983
FDI SECURITIES, INC.
IA
Issued 11/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/30/1986
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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