Daniel Caissie (CRD# 7281694) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Auburn, MA and has over 2 years of experience in the finance industry.
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 1049525
Fidelity Personal And Workplace Advisors
CRD# 2931681
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Investment Center, Inc. | Auburn, MA | Jan 2024 - Current | < 1 |
| Palmer Hammond Financial | Auburn, MA | Jan 2024 - Current | < 1 |
| The Investment Center, Inc. | Auburn, MA | Sep 2021 - Dec 2023 | 2 |
| Palmer Hammond Financial | Auburn, MA | Sep 2021 - Dec 2023 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2021 - Sep 2021 | < 1 |
| Northwestern Mutual Investment Services LLC | Boston, MA | Nov 2020 - Sep 2021 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2020 - Sep 2021 | 1 |
| Unemployed | Boston, MA | Apr 2020 - Aug 2020 | < 1 |
| Peter Millar | Boston, MA | Mar 2019 - Apr 2020 | 1 |
| Student | Boston, MA | Sep 2015 - May 2019 | 3 |
| Iep Technologies | Marlborough, MA | Dec 2018 - Jan 2019 | < 1 |
| Unemployed | Oxford, MA | Mar 2009 - Sep 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- FL
- MA
- SC
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Total Assets Under Management2,141MILLIONS
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Total Number of Accounts6,011ACCOUNTS
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Average Account Value$356,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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