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Cassandra Frances Mascera

Charles Schwab & CO., Inc.

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About Cassandra Frances Mascera

Cassandra Mascera is a financial advisor registered with Charles Schwab & Co., Inc. Cassandra has been in the financial industry since September 19, 2013. Cassandra has been registered with Charles Schwab & Co., Inc. since March 29, 2017, and has previously been registered with PNC Investments, PURSHE KAPLAN STERLING INVESTMENTS and VOYA FINANCIAL ADVISORS, INC. Cassandra holds a Series 6, 7, 63, 65, and SIE. Cassandra is licensed in 21 states.

Firm Information

Cassandra Mascera is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Cassandra Mascera’s Registration & Firm History

NJ

02/05/2021 - Present

Charles Schwab & CO., Inc. (Morristown NJ)

NJ

10/18/2016 - 03/21/2017

PNC INVESTMENTS (CLIFTON NJ)

NJ

10/03/2014 - 08/24/2016

PURSHE KAPLAN STERLING INVESTMENTS (Jersey City NJ)

NJ

09/13/2013 - 10/03/2014

VOYA FINANCIAL ADVISORS, INC. (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 11/08/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2017

Series 7 - General Securities Representative Examination

BC

Issued 09/13/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Cassandra Frances Mascera.
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