Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandre? Claim Your ProfileCassandre Rae Mlakar is a financial advisor at LPL Financial LLC. Cassandre has been working in the financial industry since July 25, 2007. Cassandre has been registered with LPL Financial LLC since November 2010. Cassandre is licensed in several states, including Illinois, Texas, Arizona, California, District of Columbia, Florida, Iowa, Michigan, Missouri, New York, Washington, and Wisconsin. Cassandre holds FINRA Series 7, Series 63, and Series 66 licenses. Cassandre is also registered as an Investment Advisor Representative in Illinois and Texas. Cassandre has experience in providing a variety of financial services, including financial planning, portfolio management, and investment advisory services. Cassandre is also involved in the community, serving as a board member for First State Bank Shannon-Polo-LC.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
10/16/2017 - Present
LPL Financial LLC (SHANNON IL)
IL
07/07/2009 - 11/10/2010
UVEST FINANCIAL SERVICES GROUP, INC. (SHANNON IL)
MN
07/11/2007 - 06/22/2009
BMO CAPITAL MARKETS GKST INC. (MINNEAPOLIS MN)
BOTH
Issued 04/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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