Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Mullany is a financial advisor registered with J.p. Morgan Securities LLC. Cassandra has been in the industry since 2018 and has a Series 63, Series 52, Series 79, and SIE license. Cassandra is registered in 53 states and jurisdictions. Cassandra has experience in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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
1
2
NY
10/11/2018 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2018
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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