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Bill M. Casarez

Hd Vest Investment Services

Financial Planner in Fresno, CA

Address:
1243 E Waldon Way
Fresno, CA 93730
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About Bill M. Casarez

Bill Casarez is a financial professional at Hd Vest Investment Services located in Fresno, California. Bill Casarez holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Bill Casarez provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Bill Casarez
1243 E Waldon Way
Fresno, CA 93730

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Website:

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