Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Anderson is a financial advisor with Valic Financial Advisors, Inc. She is a registered representative with Series 6, 7, 62, and 63 licenses as well as a Series 65 license. Cassandra has been a financial advisor since 2003 and holds the Chartered Financial Analyst designation. Cassandra has experience with a variety of financial products and services. Cassandra works primarily with individuals. She provides financial planning, portfolio management, selection of other advisors, and recommendation of wrap accounts to clients. Cassandra currently has a branch office located in Lakewood, Colorado.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
1
2
CO
06/12/2019 - Present
Valic Financial Advisors, Inc. (LAKEWOOD CO)
IL
10/07/2010 - 03/11/2011
GAR WOOD SECURITIES, LLC (NAPERVILLE IL)
CA
07/16/2007 - 09/08/2008
THE STRATEGIC FINANCIAL ALLIANCE, INC. (CORTE MADERA CA)
MA
05/21/2004 - 07/19/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
06/23/2003 - 05/25/2004
IFMG SECURITIES, INC. (PURCHASE NY)
CA
12/04/2001 - 07/19/2002
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
07/29/1998 - 12/10/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/20/1998 - 07/23/1998
GOLDMAN, SACHS & CO. (NEW YORK NY)
CA
09/01/1994 - 02/19/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CO
04/11/1990 - 08/16/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 10/15/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/05/1990
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
Not sure Cassandra Anderson is the right advisor for you? Invested Better is here to help.
