Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Humphreys Guerrero is an Investment Advisor Representative with Corient. Cassandra holds the Series 65 designation and has been in the industry since June 2013. Cassandra has prior experience with True North Advisors, RGT Wealth Advisors, CIPW Service Company, LLC, and Corient Services LLC. Cassandra is registered with the state of Texas. Cassandra specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Cassandra has a client base of 10581 individuals, 715 corporations, 351 pension plans, 27 pooled investment vehicles, 651 charitable organizations, 18 insurance companies, 1 banking or thrift institution, 1 state or municipal government entity, and 19 others. Corient has been in business for a significant amount of time and has a strong track record of providing quality investment advice to their clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
% of assets under advisement
1
2
TX
11/18/2022 - Present
Corient (DALLAS TX)
IA
Issued 03/17/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Cassandra Guerrero is the right advisor for you? Invested Better is here to help.
