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Cassandra Dawn Morrin

Vanguard Marketing Corp.

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About Cassandra Dawn Morrin

Cassandra Morrin is a Registered Representative and Investment Advisor Representative with Vanguard Marketing Corp. Cassandra has been in the financial services industry since 2019. Cassandra holds the Series 7TO, Series 63, and SIE licenses. Cassandra is registered with the state of Pennsylvania and is currently employed by Vanguard Marketing Corp.

Firm Information

Cassandra Morrin is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Cassandra Morrin’s Registration & Firm History

PA

10/03/2019 - Present

Vanguard Marketing Corp. (MALVERN PA)

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Licenses & Designations

BC

Issued 10/11/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cassandra Dawn Morrin.
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