Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassi? Claim Your ProfileCassi Patterson is a financial advisor with Wells Fargo Advisors Financial Network, LLC, in Indianapolis, IN. Cassi has been in the industry since 2007 and has experience working with both individuals and institutions. Cassi provides financial planning and investment management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Cassi is licensed to provide investment advice in Indiana and holds the Series 66, Series 7, and SIE licenses. Cassi has previously worked with Wells Fargo Clearing Services, LLC and Morgan Keegan & Company, Inc..
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.
Investment consulting services to institutional clients
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.
1
2
IN
01/13/2019 - Present
Wells Fargo Advisors Financial Network, LLC (INDIANAPOLIS IN)
IN
04/13/2010 - 12/14/2018
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
IN
02/22/2007 - 03/29/2010
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
BOTH
Issued 04/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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