Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Beardslee is a financial advisor who has been in the industry for over three years. Cassandra has been a licensed advisor since 2016, and has a strong background in providing financial planning and portfolio management services. Cassandra is currently affiliated with MKD Wealth and has a strong understanding of investment strategies. Prior to joining MKD Wealth, Cassandra worked with UBS Financial Services Inc., and specializes in working with high-net-worth individuals and pension plans.
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.
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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MI
08/12/2016 - Present
MKD Wealth (TROY MI)
MI
08/08/2013 - 08/18/2016
UBS FINANCIAL SERVICES INC. (TROY MI)
BOTH
Issued 08/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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