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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Lynn Samaj is a financial advisor at Morgan Stanley. Cassandra has been in the financial services industry since 2000 and has a diverse background. She has worked for several prominent firms including Wells Fargo Advisors, UBS Financial Services Inc., AmSouth Investment Services, Inc., and A.G. Edwards & Sons, Inc. Cassandra holds Series 7, 31, 63, and 66 licenses, as well as the SIE exam. Cassandra is registered with the state of Alabama as a Registered Representative and Investment Advisor Representative. Cassandra is licensed to provide investment advice to individuals, corporations, and other entities. She has a strong commitment to providing her clients with personalized financial planning and investment advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AL
05/27/2011 - Present
Morgan Stanley (MOBILE AL)
FL
05/23/2008 - 05/02/2011
WELLS FARGO ADVISORS, LLC (PENSACOLA FL)
FL
08/04/2004 - 06/09/2008
UBS FINANCIAL SERVICES INC. (PENSACOLA FL)
AL
09/04/2003 - 07/16/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MO
07/06/2000 - 08/06/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 02/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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