Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Onorato is a financial advisor at MML Investors Services, LLC with over 20 years of experience in the industry. Cassandra has held prior roles at MetLife Investors Distribution Company and New England Securities. Cassandra holds a Series 7, 6, 63, 24 and 26 license. Cassandra is registered with the state of Massachusetts. Cassandra specializes in offering financial planning, portfolio management for businesses and individuals, and educational seminars.
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
05/17/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NY
02/12/2009 - 02/15/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
02/25/1998 - 03/06/2009
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 11/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/07/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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