Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Cardwell is a financial advisor at PFS Investments Inc. with over 8 years of experience in the financial services industry. Cassandra has a Series 6, 63, 26 and 65 licenses and a Series SIE certification. Cassandra is registered to provide investment advice in Texas.
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
07/24/2023 - Present
PFS Investments Inc. (PLANO TX)
TX
01/18/2022 - 10/14/2022
PFS INVESTMENTS INC. (ALLEN TX)
TX
07/11/2014 - 12/31/2021
PFS INVESTMENTS INC. (ALLEN TX)
IA
Issued 11/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cassandra Cardwell is the right advisor for you? Invested Better is here to help.
