Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Sanchez is a registered investment advisor representative for Fisher Investments. Cassandra is based in Plano, Texas and has been in the industry since 2018. Cassandra holds a Series 63 and a Series 65 license and specializes in portfolio management for individuals, businesses, and investment companies. Cassandra has experience working with clients from various backgrounds including high net worth individuals, charitable organizations, and pooled investment vehicles. Cassandra is also a server at a local restaurant called the Drunken Donkey and works 40 hours per week in the food service industry.
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.
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.
Portfolio assessment
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.
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
TX
11/03/2022 - Present
Fisher Investments (PLANO TX)
TX
05/06/2021 - 07/01/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
04/27/2018 - 10/05/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
IA
Issued 11/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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