Case and Slattery’s partnership is unique in that they provide true dual-advisor services, where clients receive balanced advice and perspective from both advisors for one competitively priced fee.
Case holds Series 6, 7, 24, 63 and 65 securities licenses and variable life and annuities licenses. Slattery holds Series 6, 7, 63, and 65 securities licenses and variable life and annuities licenses. For more information about CaseSlattery Wealth Partners, or the wide range of financial products and services Case and Slattery provide, call (402) 502-5700.
About Securities America Headquartered in La Vista, Neb., Securities America Inc. is a national top 10 independent broker-dealer (as ranked by Financial Planning magazine). For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Advisors benefit from the firm’s industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors. Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). Securities America received the inaugural Thought Leadership Award from the Retirement Income Industry Association in March 2011 and the inaugural Bank Insurance & Securities Association (BISA) Technology Innovation Award in March 2013. Additional information is available at www.securitiesamerica.com.
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC.