Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Harris is a financial advisor registered with PFS Investments Inc. in Georgia. Cassandra has been in the financial services industry since August 3, 2021. Cassandra is currently employed at PFS Investments Inc. and works in their Fort Valley, GA branch office. Cassandra holds the Series 63, Series 6TO, and SIE 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.
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.
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GA
08/04/2021 - Present
PFS Investments Inc. (FORT VALLEY GA)
BC
Issued 03/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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