Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandrea? Claim Your ProfileCassandrea Shafer is a financial advisor with over 13 years of experience in the industry. Cassandrea is currently registered with J.P. Morgan Securities LLC, based in PLAINFIELD, IN. Cassandrea has experience working with individuals, high-net-worth individuals, corporations, and other businesses, insurance companies, pension and profit-sharing plans, and charitable organizations. Cassandrea has passed the Series 6, Series 63, and SIE exams.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
10/01/2012 - Present
J.p. Morgan Securities LLC (PLAINFIELD IN)
IN
03/20/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLAINFIELD IN)
BC
Issued 02/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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