Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Minervini is a registered representative with Rockefeller Financial LLC, based in Hamilton, NJ. Cassandra has been in the financial industry since June 2007 and is a Registered Representative. Cassandra has a Series 66, Series 7, Series 24, Series 52TO, and Series 99TO. Cassandra is currently registered in New Jersey and New York, and is also a Registered Investment Advisor. Prior to joining Rockefeller Financial LLC, Cassandra was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Pennington, NJ. Cassandra specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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NJ
03/03/2020 - Present
Rockefeller Financial LLC (HAMILTON NJ)
NJ
06/22/2007 - 03/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 10/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/08/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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