Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassi? Claim Your ProfileCassi Martinez is a financial advisor who has been working in the industry since 2015. Cassi is registered with Ameriprise Financial Services, LLC and has been with the firm since October 2015. Cassi is registered in Alabama and has passed the Series 7, Series 66 and SIE exams. Cassi works with a variety of clients, including high-net-worth individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. Cassi's specializations include asset allocation, financial planning, portfolio management, and pension consulting. Cassi also offers educational seminars and publishes periodicals. Cassi is committed to providing her clients with personalized financial advice and guidance.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
AL
10/05/2017 - Present
Ameriprise Financial Services, LLC (BIRMINGHAM AL)
BOTH
Issued 10/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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