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Cassandra Sparks

Missionsquare Retirement

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About Cassandra Sparks

Cassandra Sparks is a registered investment advisor representative with Missionsquare Retirement. Cassandra has been in the industry since 2010, and currently holds registrations in Illinois. Cassandra has been associated with Missionsquare Retirement since December 10, 2013. Prior to joining Missionsquare Retirement, Cassandra worked at PNC Investments and Chase Investment Services Corp. Cassandra specializes in providing portfolio management for both individuals and businesses.

Firm Information

Cassandra Sparks is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cassandra Sparks’s Registration & Firm History

DC

12/10/2013 - Present

Missionsquare Retirement (WASHINGTON DC)

IL

08/25/2010 - 11/20/2012

PNC INVESTMENTS (CHICAGO IL)

IL

01/06/2010 - 08/06/2010

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

IA

Issued 06/17/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cassandra Sparks.
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