Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Puhalla is a financial advisor at Pathstone in Englewood, New Jersey. Cassandra has been in the financial services industry since 2011. Cassandra's expertise includes portfolio management for individuals, investment companies, and pooled investment vehicles. Cassandra is also a Chartered Financial Analyst. Cassandra is a member of the Board of Directors for the Boulder Museum of Contemporary Art.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
04/21/2024 - Present
Pathstone (ENGLEWOOD NJ)
NY
02/02/2015 - 05/05/2021
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
NY
08/31/2011 - 01/27/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
IA
Issued 04/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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