Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bianca? Claim Your ProfileBianca San is a financial advisor with Cassaday & Company, Inc. Bianca has been in the financial industry since 2019 and holds the Series 7, 63, and SIE licenses. Bianca has a focus on working with high-net-worth individuals and individuals other than high-net-worth. Bianca is also a Certified Financial Planner and specializes in financial planning and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Revenue sharing with our affiliate, focus risk solutions.
1
2
VA
07/17/2023 - Present
Cassaday & Company, Inc. (MCLEAN VA)
BC
Issued 02/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bianca San is the right advisor for you? Invested Better is here to help.
