Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Preston is a financial professional with over 11 years of experience in the financial services industry. She is currently registered with State Farm VP Management Corp. in Richardson, Texas and holds Series 6 and 63 licenses. Cassandra has a strong understanding of the financial markets and is committed to providing her clients with personalized financial 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.
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.
1
2
TX
05/08/2012 - Present
State Farm VP Management Corp. (RICHARDSON TX)
IL
03/01/2011 - 05/03/2011
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 01/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cassandra Preston is the right advisor for you? Invested Better is here to help.
