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AC

Arlene D. Casey

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CRD#: 1285581
AC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Arlene Denise Casey, who also goes by A Denise Baldwin, Arlene Denise Baldwin, was a registered financial professional .

Arlene is a previously registered financial professional and started their career in finance in 1988. Arlene had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


A Denise Baldwin | Arlene Denise Baldwin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 2, 2017 - December 21, 2017

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

July 14, 2010 - December 21, 2017

SCOTTRADE, INC.

BD
CRD#: 8206
ST. LOUIS, MO
Past

October 29, 2007 - December 22, 2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
ST. LOUIS, MO
Past

April 30, 2007 - December 22, 2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

December 19, 2003 - August 24, 2005

SAXONY SECURITIES, INC.

BD
CRD#: 115547
ST. LOUIS, MO
Past

February 7, 2001 - December 31, 2001

STIFEL INDEPENDENT ADVISORS, LLC

BD
CRD#: 28218
ST. LOUIS, MO
Past

April 20, 1988 - March 11, 1999

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/27/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SI
SCOTTRADE INVESTMENT MANAGEMENT
SCOTTRADE INVESTMENT MANAGEMENT | SCOTTRADE INVESTMENT MANAGEMENT, INC.

CRD#: 169988 / SEC#: 801-79217

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Contact information


Main Address
700 Maryville Centre Drive, Saint Louis, MO 63141
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADVISOR ACCESS FROM SCOTTRADE INVESTMENT MANAGEMENT (1/2/2018)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SCOTTRADE INVESTMENT MANAGEMENT

CRD#: 169988

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