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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Stokes is an investment advisor representative with SVB Wealth. She is a Registered Investment Advisor in 7 states including California, Colorado, Massachusetts, Nevada, Texas, Virginia and Washington. She has been in the financial industry since 2015 and has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Cassandra is also a registered representative with SVB Investment Services Inc. and previously worked at J.P. MORGAN SECURITIES LLC. Her experience includes portfolio management for individuals and businesses, financial planning, and wealth planning. She offers a range of services including planned giving, family office, wealth planning, pension consulting and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Planned giving, family office, wealth planning
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.
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2
CA
05/29/2024 - Present
SVB Wealth (San Francisco CA)
CA
08/07/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Santa Monica CA)
NY
10/27/2015 - 01/23/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 08/21/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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