Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Schmidt is a registered representative at MWA Financial Services Inc. Cassandra has been in the financial services industry since February 2019. Cassandra has a Series 63, Series 6TO, and SIE license. Cassandra is registered in Kansas and Wisconsin. Cassandra is affiliated with MWA Financial Services Inc. located at 324 South Spring Street in Beaver Dam, Wisconsin. Cassandra is currently active.
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.
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.
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.
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WI
03/01/2019 - Present
MWA Financial Services Inc. (Beaver Dam WI)
BC
Issued 03/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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