Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Stiff is a financial advisor who has been in the industry since 2001. Cassandra is currently registered with BCG Securities, Inc. and Horace Mann Investors, Inc. Cassandra holds multiple licenses and certifications, including Series 6, 63, 26, 65, and the SIE exam. Cassandra has experience working with a range of clients including individuals, high net worth individuals, and pension and profit-sharing plans. Cassandra has a strong background in financial planning, selection of other advisors, and portfolio management for both businesses and individuals.
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.
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.
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
NJ
08/02/2024 - Present
BCG Securities, Inc. (CHERRY HILL NJ)
OH
09/04/2008 - 08/26/2013
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
03/23/2001 - 06/12/2007
AMERICAN FAMILY SECURITIES, LLC (MASON OH)
IA
Issued 03/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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