Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Velez is a financial advisor currently working for Vanguard Marketing Corp. Cassandra has over 19 years of experience in the industry, beginning her career at Intersecurities, Inc. Cassandra Velez is licensed to conduct business in Arizona and California, and holds a Series 7, Series 6, Series 26, Series 63, and SIE licenses.
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.
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.
1
2
AZ
11/26/2004 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
FL
08/12/2004 - 11/03/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 09/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cassandra Velez is the right advisor for you? Invested Better is here to help.
