Kasy Pechler is a registered investment advisor, based in Fairport, NY, with 2 years of industry experience.
Location
6800 Pittsford-Palmyra Rd, Fairport, NY, 14450
Get directionsHistory
Regulatory History
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
Kasy works for Lifetime Planning, Inc. selling life, disability, and long-term care insurance, as well as managing investment advisory accounts, dedicating about half their time. Kasy also sells fixed insurance products, including life, annuity, disability, and long-term care policies, spending about 10-20% of their time on this activity.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
State Registrations6 states
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.