Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Nicole Painter is a registered representative at LPL Financial LLC. Cassandra has been in the industry for over 13 years and has held previous positions at WELLS FARGO ADVISORS, LLC. Cassandra holds the Series 7, Series 66 and SIE licenses. She is registered in Missouri. Her current practice is focused on providing financial planning, portfolio management and other advisory services to individuals, businesses and institutions.
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.
1
2
MO
02/04/2011 - Present
LPL Financial LLC (ST. LOUIS MO)
MO
09/21/2009 - 06/28/2010
WELLS FARGO ADVISORS, LLC (CLAYTON MO)
BOTH
Issued 02/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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