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 Caton is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Cassandra's primary office is located in New York, NY. Cassandra has been in the securities industry for a number of years. Cassandra holds a Series 99TO and a SIE license. Cassandra specializes in various areas including providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
09/02/2024 - Present
J.p. Morgan Securities LLC (New York NY)
BC
Issued 08/31/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2022
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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