Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Nodine Smith is a financial advisor who has been in the industry since 2009. Cassandra is registered as a financial advisor with Credit Union Investment Services, which has approximately 35,000 clients. Cassandra provides financial planning and portfolio management services to individuals. Cassandra is also a Certified Financial Planner. Cassandra is a registered representative of Credit Union Investment Services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
10/02/2012 - Present
Credit Union Investment Services (MORGANTON NC)
GA
05/07/2001 - 07/13/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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