Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Scholz is a financial professional with over 30 years of experience in the industry. Cassandra has a broad range of experience, having worked with a variety of firms, including Thrivent Investment Management Inc. and N.I.S. Financial Services, Inc. Cassandra is currently registered with MML Investors Services, LLC, a leading financial services firm. Cassandra's expertise includes providing financial planning, portfolio management and other advisory services.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
06/08/2023 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
WI
04/24/2017 - 06/08/2023
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
11/16/2015 - 04/24/2017
THRIVENT DISTRIBUTORS, LLC (Appleton WI)
WI
05/09/1996 - 12/28/2015
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
MO
06/23/1992 - 11/30/1995
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 04/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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