Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassie? Claim Your ProfileCassie Albin is a financial advisor at Raymond James & Associates, Inc. Cassie has been working in the financial services industry since 2014. She has experience working with clients including high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Cassie specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. She is registered with the state of Minnesota and holds the Series 66, Series 7, and SIE licenses. Cassie previously worked at UBS Financial Services Inc., Wealth Enhancement Brokerage Services, LLC, and LPL Financial LLC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/26/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MN
07/21/2020 - 01/20/2023
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
10/26/2020 - 12/02/2022
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
02/20/2018 - 07/07/2020
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
BOTH
Issued 07/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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