Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassie? Claim Your ProfileCassie Marie Panzenbeck is a registered investment advisor representative associated with Raymond James & Associates, Inc. Cassie is licensed to provide investment advice in Arizona, Colorado, Delaware, District of Columbia, Georgia, Maryland, Michigan, New Jersey, New York, Oklahoma, Pennsylvania, South Carolina, Texas and Virginia. Cassie has been in the industry since February 2022. She is licensed to provide both broker-dealer and investment advisory services and is currently registered in the following states: Arizona, Colorado, Delaware, District of Columbia, Georgia, Maryland, Michigan, New Jersey, New York, Oklahoma, Pennsylvania, South Carolina, Texas and Virginia. Cassie is a registered representative of Raymond James & Associates, Inc. and is also an investment advisor representative. She is licensed to provide both broker-dealer and investment advisory services.
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
DC
03/07/2022 - Present
Raymond James & Associates, Inc. (WASHINGTON DC)
BOTH
Issued 03/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Cassie Panzenbeck is the right advisor for you? Invested Better is here to help.
