Invested Better
Unclaimed

Unclaimed

Unclaimed

Cassandra Lynne Shelton

Empower Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cassandra? Claim Your Profile

About Cassandra Lynne Shelton

Cassandra Shelton is a financial professional who is registered in Arizona. Cassandra's professional experience includes working with Empower Financial Services, Inc. Cassandra has a background in financial products and has a Series 63, Series 6TO, and SIE license. Cassandra has been in the financial industry since June 15th, 2023.

Firm Information

Cassandra Shelton is currently registered with Empower Financial Services, Inc.. Empower Financial Services, Inc. is a Corporation formed in 1984-10-12. It is registered in 53 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,120

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cassandra Shelton’s Registration & Firm History

CO

06/16/2023 - Present

Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)

Not sure if Cassandra Lynne Shelton is right for you?

Licenses & Designations

BC

Issued 08/22/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cassandra Lynne Shelton.
Not sure if Cassandra Lynne Shelton is right for you?