Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Thornock is a financial advisor at Beacon Pointe Advisors, LLC, with over 8 years of experience in the financial services industry. Cassandra has worked for several firms in the past including EF Legacy Securities, LLC, Sanders Morris Harris LLC, and Vanguard Marketing Corporation. Cassandra is registered to provide investment advice in Arizona. Cassandra holds the Series 7, Series 63, and Series 66 securities licenses 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.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
02/23/2022 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
AZ
04/22/2016 - 10/16/2018
EF LEGACY SECURITIES, LLC (TEMPE AZ)
AZ
01/20/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (TEMPE AZ)
AZ
06/28/2013 - 01/22/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 04/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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