Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Dorn is a financial advisor at LPL Financial LLC. Cassandra has been in the financial services industry since 2004. Cassandra specializes in providing financial planning, portfolio management, and consulting services for individuals, businesses, and charitable organizations. Cassandra is registered with FINRA and holds the Series 7, Series 24, and Series 66 licenses. Cassandra is also a Certified Financial Planner. Cassandra has been with LPL Financial LLC since 2012. Before joining LPL Financial LLC, Cassandra worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and LINSCO/PRIVATE LEDGER CORP.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
04/18/2012 - Present
LPL Financial LLC (OSHKOSH WI)
WI
05/01/2006 - 04/09/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (OSHKOSH WI)
WI
12/03/2004 - 04/28/2006
LINSCO/PRIVATE LEDGER CORP. (OSHKOSH WI)
BOTH
Issued 01/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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