Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Conover is a financial advisor at Wells Fargo Clearing Services, LLC. Cassandra has been in the financial services industry since 2017. Cassandra is licensed to offer securities in North Dakota and Texas. Cassandra holds a Series 66 license, which allows Cassandra to provide investment advice to individuals and businesses. Cassandra also has a Series 7TO, SIE, and Series 6 license. Cassandra has a wide range of experience providing investment advice, financial planning, and portfolio management. Cassandra's expertise is in providing advice to clients in various areas, including retirement planning, education planning, and estate planning. In addition to Cassandra's experience in the financial services industry, Cassandra is also a bartender at Blarney Stone Irish Pub in Bismarck, North Dakota.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ND
10/11/2021 - Present
Wells Fargo Clearing Services, LLC (BISMARCK ND)
BOTH
Issued 02/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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