Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Cervantes is a Registered Representative at Fidelity Personal And Workplace Advisors in Salt Lake City, Utah. Cassandra has been in the industry for over 6 years. Cassandra specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. Before joining Fidelity Personal And Workplace Advisors, Cassandra worked as a Registered Representative at Charles Schwab & Co., Inc. in Phoenix, Arizona. Cassandra is licensed to provide investment advice in 52 states and the District of Columbia.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
05/20/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
12/06/2018 - 01/30/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 09/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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