Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Lynn Brown is an active financial advisor registered with Raymond James Financial Services Advisors, Inc. Cassandra is licensed to provide investment advice in Tennessee and Texas. She is a Series 7, Series 66, and SIE licensed professional with a strong track record of success in the financial services industry. Cassandra holds a Bachelor of Arts degree in Finance from Tennessee Technological University and is passionate about helping her clients achieve their financial goals. Cassandra provides various financial services, including portfolio management, financial planning, and retirement planning. She specializes in working with individuals, families, and small businesses. Cassandra is committed to providing personalized and comprehensive financial advice to her clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
01/05/2023 - Present
Raymond James Financial Services Advisors, Inc. (Cookeville TN)
BOTH
Issued 06/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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