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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Finley is an investment advisor representative with Cetera Investment Advisers LLC. Cassandra has been in the financial services industry for over 20 years. Cassandra is registered to provide investment advice in Pennsylvania and Texas. Cassandra is also a registered representative in 15 other states. Cassandra has a Series 6, Series 63 and Series 65 license and her specialties include financial planning, pension consulting, and portfolio management for individuals and businesses. Cassandra is committed to providing her clients with the highest level of service and expertise.
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.
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
PA
01/12/2023 - Present
Cetera Investment Advisers LLC (CANONSBURG PA)
PA
02/05/1999 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (CANONSBURG PA)
IA
Issued 7/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/4/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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