Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Lee Martinez is a financial professional registered with Pacific Select Distributors, LLC. Cassandra has a Series 7TO, Series 63, and SIE licenses. Cassandra has been in the industry for over a year and has previously worked at OSAIC WEALTH, INC., FSC SECURITIES CORPORATION, and Fidelity Brokerage Services LLC.
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.
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.
1
2
CA
06/13/2024 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
11/03/2023 - 02/02/2024
OSAIC WEALTH, INC. (Orange CA)
CA
12/09/2022 - 11/03/2023
FSC SECURITIES CORPORATION (Orange CA)
CO
07/01/2022 - 12/12/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 07/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Cassandra Martinez is the right advisor for you? Invested Better is here to help.
