Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Bezeau is an investment advisor representative at Regal Investment Advisors LLC. Cassandra has been in the financial industry since 2020 and has experience working with a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Cassandra is registered with the state of Michigan as an Investment Advisor Representative and has passed the Series 66, Series 7TO, and SIE exams. Cassandra is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Third party fees
1
2
MI
05/13/2022 - Present
Regal Investment Advisors LLC (Monroe MI)
MI
06/11/2020 - 04/19/2022
EDWARD JONES (MONROE MI)
BOTH
Issued 07/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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