Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casandra? Claim Your ProfileCasandra Ann Johnson is a registered Investment Advisor Representative with Financial Navigators Inc. in Littleton, Massachusetts. Casandra has been in the financial industry since 2007, and has a Series 7 and Series 63 license. Casandra has worked with various financial institutions like TIAA-CREF, AXA Advisors, LLC, and Fidelity Brokerage Services LLC. Financial Navigators Inc. is a firm registered with the SEC. Casandra's experience and expertise in financial planning, pension consulting, and portfolio management make her well-suited to assist individuals and businesses. The firm provides financial planning, pension consulting, portfolio management for individuals, and other advisory services.
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.
Consulting/coaching/student loan advisory
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of client's income
1
2
MA
04/18/2019 - Present
Financial Navigators Inc. (LITTLETON MA)
MA
01/08/2014 - 03/20/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
07/06/2012 - 12/23/2013
AXA ADVISORS, LLC (WELLESLEY MA)
ME
02/01/2011 - 05/04/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
01/31/2008 - 01/27/2011
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
07/17/2007 - 12/04/2007
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
IA
Issued 09/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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