Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassi? Claim Your ProfileCassi Berlofsky is a financial professional with over 7 years of experience in the industry. Cassi is registered with Fidelity Brokerage Services LLC and holds the Series 7, Series 63, and SIE licenses. Cassi is licensed to provide investment advice in 53 states and territories.
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.
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.
1
2
FL
01/07/2016 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 12/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Cassi Berlofsky is the right advisor for you? Invested Better is here to help.
