Casie Eitniear is a registered investment advisor, based in Fremont, MI, with 18 years of industry experience.
Location
24 E. Main Street, Fremont, MI, 49412
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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.
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Casie is a partner and financial advisor at Karsten Financial Group, a support company/DBA, since 2018. This takes about half of her time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2018 - Present · 7 yrs 7 mos
Raymond James Financial Services Advisors, INC
October 2018 - Present · 7 yrs 7 mos
Raymond James Financial Services, INC.
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
November 2009 - November 2018 · 9 yrs
Stifel, Nicolaus & Company, IncorporatedBroker
December 2007 - November 2018 · 10 yrs 11 mos
State Registrations16 states
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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.