Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy Belter is a financial advisor at Fidelity Personal And Workplace Advisors. Cassidy has been in the financial services industry since 2014. Cassidy has a Series 6, 7, 9, 10, 63 and 66 licenses. Cassidy also has a SIE designation. Cassidy is registered in Massachusetts, Texas and Utah. Cassidy offers financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Cassidy has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
FL
11/15/2013 - 05/07/2014
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Cassidy Belter is the right advisor for you? Invested Better is here to help.
