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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Devore is a financial advisor with Truist Advisory Services, Inc. Cassandra has been in the industry since February 1992 and has worked at several firms, including Wells Fargo Advisors, LLC, First Union Capital Markets Corp., and The Robinson-Humphrey Company Inc. She specializes in providing financial advice to individuals, businesses, and high-net-worth clients. Cassandra is registered with the state of Georgia and has a Series 66, 63, 24, 10, 9, 99TO, SIE and 7. Cassandra has a strong track record of success in providing financial planning, portfolio management, and other advisory services.
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.
Wrap fee product and financial profiling services using desktop software
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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2
GA
09/01/2016 - Present
Truist Advisory Services, Inc. (AUGUSTA GA)
GA
10/01/1999 - 01/20/2015
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
NC
07/24/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
GA
02/24/1992 - 07/31/1995
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
BOTH
Issued 07/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 06/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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