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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 Waitkunas is a financial advisor with over 12 years of experience in the financial services industry. Cassandra is currently registered with Morgan Stanley and holds multiple securities licenses, including Series 7, 6, 63, 66, 9, 10, 31 and SIE. Cassandra has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Cassandra specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Cassandra's expertise includes investment management, financial planning, and retirement planning. Cassandra is a member of the Baldwin Wallace University Advisory Board.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
12/03/2020 - Present
Morgan Stanley (Canton OH)
OH
08/29/2014 - 12/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROADVIEW HEIGHTS OH)
OH
10/01/2012 - 09/10/2014
J.P. MORGAN SECURITIES LLC (AKRON OH)
OH
11/14/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AKRON OH)
BOTH
Issued 04/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/27/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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