Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Taraboletti is a financial advisor with Midwestern Securities Trading Company, LLC. Cassandra is licensed to offer investment advice in Illinois. Cassandra has been a registered representative since May 2006. Cassandra holds Series 7, 24, 27, 53, 66, 99TO and SIE licenses. Cassandra has been active in the financial services industry since September 2007. Cassandra is currently registered with Midwestern Securities Trading Company, LLC in East Peoria, IL. Cassandra's other business activities include being the President of the Kiwanis Club of Peoria (Downtown) and a board member for the Peoria YWCA.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
A percentage of assets under 3rd party management
1
2
IL
01/04/2011 - Present
Midwestern Securities Trading Company, LLC (EAST PEORIA IL)
IL
05/19/2006 - 08/28/2009
MIDWESTERN SECURITIES TRADING COMPANY, LLC (PEORIA IL)
BOTH
Issued 07/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2012
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/16/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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