Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Leigh Weigel is a registered representative with LPL Financial LLC. Cassandra is licensed in Wisconsin. Cassandra has passed the Series 63, Series 6TO and SIE exams. Cassandra has been in the industry since January 24, 2023. LPL Financial LLC is a registered investment advisor with more than $50 billion in assets under management. The firm specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. LPL Financial LLC has a wide range of client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a variety of advisory services, including financial planning, educational seminars, selection of other advisors, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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WI
01/25/2023 - Present
LPL Financial LLC (PORTAGE WI)
BC
Issued 02/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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