Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casondra? Claim Your ProfileCasondra Lynn Gimbi is a registered representative currently associated with Purshe Kaplan Sterling Investments in Sheboygen Falls, WI. Casondra has been in the securities industry since April 2016. Casondra has passed the Series 63, Series 7, and SIE exams. Casondra has been registered in Wisconsin. Casondra previously worked at LPL FINANCIAL LLC, CAMBRIDGE INVESTMENT RESEARCH, INC., and VOYA FINANCIAL ADVISORS, INC.
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.
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.
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WI
08/16/2024 - Present
Purshe Kaplan Sterling Investments (Sheboygen Falls WI)
WI
08/22/2022 - 08/16/2024
LPL FINANCIAL LLC (SHEBOYGAN FALLS WI)
WI
11/07/2017 - 08/23/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sheboygan Falls WI)
WI
04/04/2016 - 11/07/2017
VOYA FINANCIAL ADVISORS, INC. (SHEBOYGAN FALLS WI)
BC
Issued 07/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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