Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Poggi is a financial advisor with over 10 years of experience in the industry. Cassandra is currently registered with Blackrock Investment Management, LLC, and previously worked at RFS PARTNERS and AXA ADVISORS, LLC. Cassandra holds the Series 66, Series 7 and SIE licenses. Cassandra's expertise includes Portfolio Management for Individuals, Businesses, Investment Companies and Pooled Investment Vehicles. Cassandra currently provides investment advisory services to individuals, high-net-worth individuals, businesses, corporations, investment companies, pooled investment vehicles, insurance companies, charitable organizations, state or municipal government entities and other investment advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
07/07/2014 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
CO
04/10/2013 - 07/09/2014
RFS PARTNERS (DENVER CO)
HI
10/23/2012 - 02/11/2013
AXA ADVISORS, LLC (HONOLULU HI)
BOTH
Issued 01/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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