Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Brandt has been working in the financial services industry since February 22, 2000. Cassandra is currently registered with Raymond James & Associates, Inc. and is located in the St. Petersburg, FL branch office. Cassandra holds Series 63, 66, 7 and SIE licenses, which allows Cassandra to provide financial services to individual clients, corporations, and other businesses. Cassandra has been registered with Raymond James & Associates, Inc. since January 6, 2006 and previously held a registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/13/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
GA
01/06/2006 - 09/24/2021
RAYMOND JAMES & ASSOCIATES, INC. (ALPHARETTA GA)
NY
05/01/2000 - 01/10/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
06/01/1999 - 04/24/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BOTH
Issued 05/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Cassandra Brandt is the right advisor for you? Invested Better is here to help.
