Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Boneta is a financial professional with over 25 years of experience in the industry. Cassandra currently holds a Series 6, 7, 24, 63, and 14 licenses, along with her SIE designation. Cassandra is registered with American Portfolios Financial Services, Inc. in New York. Cassandra has previously held positions with firms including NYLIFE Securities LLC, Nebraska Hudson Company, Inc., HRC Services, Inc., BG Capital, Inc., Waterhouse Securities, Inc., Gaines, Berland Inc., Seaboard Securities, Inc., Stratton Oakmont Inc., and PRUCO Securities Corporation.
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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2
NY
11/16/2011 - Present
American Portfolios Financial Services, Inc. (HOLBROOK NY)
NY
12/05/2001 - 05/11/2011
NYLIFE SECURITIES LLC (NEW YORK NY)
NE
03/08/1999 - 09/10/2001
NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)
NY
07/29/1998 - 12/17/1998
HRC SERVICES, INC. (GLEN HEAD NY)
NY
05/22/1997 - 10/31/1997
BG CAPITAL, INC. (SYOSSET NY)
NE
01/26/1996 - 05/30/1996
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
10/05/1995 - 11/22/1995
GAINES, BERLAND INC. (BETHPAGE NY)
NJ
03/07/1995 - 06/21/1995
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
NY
12/01/1994 - 03/03/1995
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
NJ
04/13/1994 - 03/03/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/12/1999
Series 4 - Registered Options Principal Examination
BC
Issued 07/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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