Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Ludwig is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Cassandra has been in the industry since May 2, 2004 and has a Series 7, Series 6 and SIE license. Cassandra previously worked at Charles Schwab & Co., Inc. in Richfield, Ohio. Cassandra specializes in providing financial planning and investment management services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NC
10/13/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
OH
09/07/2000 - 02/16/2012
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
BC
Issued 09/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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