Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassie? Claim Your ProfileCassie Blazevski is an investment advisor representative at Arbor Point Advisors. Cassie has been in the industry since 2013 and has a broad range of experience in financial planning and advisory accounts. Cassie is also a licensed life and health insurance agent. Cassie holds Series 6, 63 and 65 licenses and the SIE exam. Cassie is registered to provide advisory services in Arizona, District of Columbia, Hawaii, Idaho, Oregon and Washington.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
11/06/2020 - Present
Arbor Point Advisors (PORTLAND OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PORTLAND OR)
OR
01/09/2018 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Lake Oswego OR)
OR
09/16/2013 - 12/31/2017
MML INVESTORS SERVICES, LLC (LAKE OSWEGO OR)
IA
Issued 03/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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