Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Tramontana is a financial professional with over 15 years of experience in the industry. She currently holds a Series 6, Series 63, and Series 6TO licenses, and is registered with Pacific Select Distributors, LLC. Cassandra has a background in providing financial advice and investment services to individuals and families. Her experience includes working with clients on retirement planning, college savings, and other financial goals. Cassandra is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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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2
CA
05/10/2022 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CO
08/11/2015 - 05/02/2016
INVESTACORP, INC. (Larkspur CO)
CO
02/04/2013 - 08/13/2013
WADDELL & REED, INC. (DENVER CO)
AZ
07/26/2005 - 01/09/2013
NATIONWIDE INVESTMENT SERVICES CORPORATION (SCOTTSDALE AZ)
IL
03/29/2005 - 06/30/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
05/14/2004 - 09/30/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/14/2004 - 09/30/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
OH
03/23/2001 - 05/12/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IL
01/19/2000 - 03/02/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 04/24/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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