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Alex Loren Casale is a financial advisor professional located in Fairport, NY. They specialize in financial advisory. With over 15 years of experience, they bring deep expertise to every client.
Alex Loren Casale - Cetera Investment Services Llc holds an active professional license (FINRA CRD) for your protection.
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Alex Loren Casale operates as a financial advisor through Cetera Investment Services LLC, based in Fairport, NY. With 15 years in the financial services industry, Casale brings established experience to client relationships. The business is registered with FINRA under CRD number 5852842, which provides regulatory oversight of securities-related activities and investment advice. Casale works within the framework of FINRA compliance and disclosure requirements that govern financial professionals in this space.
A FINRA CRD registration indicates that Alex Loren Casale operates under the oversight of the Financial Industry Regulatory Authority, which regulates securities brokers and investment advisors. This registration means the advisor is subject to FINRA's rules, continuing education requirements, and compliance standards designed to protect investors. The CRD number serves as a public record identifier that allows clients to verify registration status and review disciplinary history through FINRA's BrokerCheck system. This regulatory framework establishes baseline standards for how investment advice is delivered and managed.