Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Rang is a financial advisor with over 1 year of experience in the industry. Cassandra currently holds a Series 6, Series 63 and SIE license and has been registered with Wells Fargo Clearing Services, LLC since September 2021. Cassandra is currently located in San Antonio, Texas, and has also worked at Wells Fargo Clearing Services, LLC's Round Rock, Texas branch. Cassandra is a registered representative and specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Cassandra’s firm, Wells Fargo Clearing Services, LLC, is a large firm with over 15,000 employees and approximately $10 billion - $50 billion in assets under management.
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.
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2
TX
09/02/2021 - Present
Wells Fargo Clearing Services, LLC (SAN ANTONIO TX)
TX
08/01/2018 - 07/26/2019
WELLS FARGO CLEARING SERVICES, LLC (ROUND ROCK TX)
BC
Issued 08/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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