Unclaimed
Cassandra Blackshear is a financial professional with over 20 years of experience in the industry. Cassandra is currently registered with PFS Investments Inc. in Houston, Texas. Previously, Cassandra worked at AIG Capital Services, INC. in Houston, Texas, and American General Equity Services Corporation in Houston, Texas. Cassandra is a Series 6 and Series 63 licensed professional and holds the SIE designation.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/01/2016 - Present
PFS Investments Inc. (HOUSTON TX)
TX
06/28/2013 - 04/01/2015
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
01/20/2005 - 06/28/2013
AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)
AZ
03/22/2000 - 12/31/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BC
Issued 03/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cassandra Blackshear is the right advisor for you? Invested Better is here to help.