Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy Moulton is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Cassidy is registered to provide investment advice in Iowa, Texas, Illinois, Florida and South Dakota. Cassidy has been in the financial services industry since 2016. Prior to joining Cambridge Investment Research Advisors, Inc., Cassidy worked at Nations Financial Group, Inc. and LPL Financial LLC. Cassidy holds Series 7, Series 66 and SIE licenses. Cassidy specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
06/21/2023 - Present
Cambridge Investment Research Advisors, Inc. (Bettendorf IA)
IA
05/03/2018 - 06/22/2023
NATIONS FINANCIAL GROUP, INC. (BETTENDORF IA)
IL
10/07/2016 - 04/30/2018
LPL FINANCIAL LLC (MOLINE IL)
BOTH
Issued 01/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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