Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Bogaards is an active advisor with LPL Financial LLC. Cassandra Bogaards has been working in the financial industry since 2020. Cassandra Bogaards is registered in Indiana and has passed both the Series 66 and the Series 7 exams. Cassandra Bogaards currently provides financial planning, consulting, and other non-discretionary advisory services. Cassandra Bogaards is a registered representative at LPL Financial LLC. Cassandra Bogaards has prior experience at Elements Financial, Horizon Bank, American Bank and LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
07/20/2021 - Present
LPL Financial LLC (ZIONSVILLE IN)
BOTH
Issued 07/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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