Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra McKnight is a financial advisor registered with Stash Wealth, LLC. Cassandra has been in the financial industry since June 2014 and has experience at both UBS Financial Services Inc. and Stash Wealth. Cassandra is licensed to provide financial advice in California, Colorado, Illinois, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Virginia. She specializes in working with individuals and is a Certified Financial Planner.
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.
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.
Non-investment advisory related referral fees
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CT
07/28/2023 - Present
Stash Wealth, LLC (Norwalk CT)
CT
06/15/2015 - 06/21/2023
UBS FINANCIAL SERVICES INC. (GREENWICH CT)
BOTH
Issued 10/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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