Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy Werner is a financial professional with Davis Distributors, LLC. Cassidy is a licensed Series 27, Series 99TO and SIE. Cassidy holds a Financial and Operations Principal Examination, Operations Professional Examination and Securities Industry Essentials Examination license and has been in the industry since July 18, 2017.
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
AZ
07/18/2017 - Present
Davis Distributors, LLC (TUCSON AZ)
BC
Issued 07/18/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Cassidy Werner is the right advisor for you? Invested Better is here to help.
