Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Moran is a financial professional with over 4 years of experience in the financial services industry. Cassandra has a Series 7, Series 63, Series 99TO and SIE licenses. Cassandra is currently registered with National Financial Services LLC. Cassandra was previously employed by 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.
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KY
07/10/2020 - Present
National Financial Services LLC (COVINGTON KY)
KY
09/25/2018 - 06/10/2020
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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