Casey Quinn is a registered investment advisor, based in Southfield, MI, with 18 years of industry experience.
Location
20750 Civic Ctr Dr, Ste 590, Southfield, MI, 48076
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Casey works as an agent/broker for Wealth Strategies Financial Group, selling fixed insurance. This activity takes a few hours per week and is investment-related.
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
March 2022 - August 2023 · 1 yr 5 mos
Securian Financial Services, INC.Broker
March 2022 - August 2023 · 1 yr 5 mos
VALIC Financial Advisors, INC.Broker
October 2011 - March 2022 · 10 yrs 5 mos
VALIC Financial Advisors, INC.
October 2011 - March 2022 · 10 yrs 5 mos
Edward Jones
September 2007 - June 2010 · 2 yrs 9 mos
Edward JonesBroker
January 2007 - June 2010 · 3 yrs 5 mos
Ameriprise Financial Services, INC.Broker
May 2006 - October 2006 · 5 mos
State Registrations6 states
FLGAKYMINCOH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.