Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra New is a financial advisor licensed in Illinois, North Carolina, Texas, and Wisconsin. She has a Series 7TO, Series 63, and SIE license and is registered with FINRA. Cassandra is currently employed by J.P. Morgan Institutional Investments Inc., where she has been employed since May 17, 2024. She is also currently registered with J.P. Morgan Institutional Investments Inc. in the following states: Illinois, North Carolina, Texas, and Wisconsin. Cassandra's background includes experience in the financial services industry since May 16, 2024.
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.
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IL
05/17/2024 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
BC
Issued 02/27/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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