Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy Mccrea Burns is a financial advisor with over 18 years of experience in the financial services industry. Cassidy is registered with Robert W. Baird & Co. Inc. and has a Series 7, Series 6, Series 31, Series 63, and Series 66 license. Cassidy has a strong background in investment management, financial planning, and portfolio management. Cassidy has a proven track record of helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MN
04/30/2018 - Present
Robert W. Baird & Co. Inc. (EDINA MN)
MN
01/21/2014 - 05/02/2018
IMST DISTRIBUTORS, LLC (MINNEAPOLIS MN)
MN
08/12/2006 - 01/30/2007
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
MN
01/30/1998 - 08/12/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BC
Issued 02/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/12/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/2004
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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