Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casondra? Claim Your ProfileCasondra Fivecoat is a registered representative with Cu Investment Solutions Llc. Casondra has been in the industry for 5 years and is licensed in California, Florida, Georgia, Indiana, Kentucky, Missouri, North Carolina, Ohio and Tennessee. Casondra holds Series 63, SIE and Series 7 licenses. Cu Investment Solutions Llc provides non discretionary investment advisory for institutional clients.
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.
Non discretionary investment advisory for institutional clients
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.
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TN
06/20/2017 - Present
CU Investment Solutions LLC (NASHVILLE TN)
BC
Issued 07/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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