Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Romero is a financial advisor who joined Fidelity Brokerage Services LLC in 2022. Cassandra holds the Series 7TO, Series 63, and SIE licenses. Cassandra has been actively registered in the state of Colorado since 2022 and is also registered in 50 other states.
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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TX
11/30/2022 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 01/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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