Unclaimed
Cassandra Brown is a financial advisor with Performance Trust Capital Partners, LLC. Cassandra has been in the industry since August 13, 2020. Cassandra is registered with FINRA, the Illinois Department of Financial and Professional Regulation and the New York Department of Financial Services. Cassandra holds Series 7TO, SIE, Series 63 and Series 24 licenses.
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.
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.
1
2
NY
08/14/2020 - Present
Performance Trust Capital Partners, LLC (New York NY)
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2024
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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