Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Gegenheimer is an investment advisor representative with McKee Investment Planning, Inc. Cassandra has been in the financial services industry since June 2023. Prior to that, Cassandra worked for the Federal Bureau of Investigation in Sacramento, CA. Cassandra holds a Series 65 license and is registered with the state of Florida. Cassandra specializes in providing financial planning, pension consulting, and portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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DE
12/12/2024 - Present
McKee Investment Planning, Inc. (Wilmington DE)
Active
Inactive
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