Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassie? Claim Your ProfileCassie Lynn Day is a financial professional registered with Stifel, Nicolaus & Company, Inc. Cassie has been active in the industry since 2022 and holds licenses for Series 63, Series 50, Series 52TO, and SIE. Cassie is also registered in all 50 states and the District of Columbia. Cassie specializes in a variety of areas, including investment planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
03/12/2024 - Present
Stifel, Nicolaus & Company, Inc. (NEW ORLEANS LA)
LA
01/28/2022 - 03/01/2024
RAYMOND JAMES & ASSOCIATES, INC. (NEW ORLEANS LA)
BC
Issued 05/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2024
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/28/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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