Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Queen is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Cassandra has over 15 years of experience in the financial services industry. Cassandra holds the Series 7, 7TO, 63 and 65 licenses. Cassandra is a Certified Financial Planner™ and specializes in financial planning, portfolio management, and investment consulting services to both individuals and businesses. Cassandra is based in Wilmington, DE.
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.
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.
Investment consulting services to institutional clients
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
DE
03/08/2024 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON DE)
PA
07/13/2010 - 01/03/2020
APW CAPITAL, INC. (WEST CONSHOHOCKEN PA)
PA
05/18/2009 - 06/23/2010
INVESTORS CAPITAL CORP. (HORSHAM PA)
PA
05/28/2008 - 05/15/2009
CAPITAL ANALYSTS, INCORPORATED (HORSHAM PA)
PA
03/05/2008 - 05/05/2008
MORGAN STANLEY & CO. INCORPORATED (WEST CONSHOHOCKEN PA)
IA
Issued 03/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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