Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy Hill Schmidt is a financial advisor at Avantax Planning Partners, Inc. Cassidy has been in the financial services industry since May 2015. She holds the Series 65 designation and is registered as an investment advisor in Pennsylvania and Texas. Cassidy provides financial planning services to individuals, businesses, and trusts. She also specializes in retirement planning, college savings, and estate planning.
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.
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
PA
02/06/2024 - Present
Avantax Planning Partners, Inc. (Seven Fields PA)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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