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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassie? Claim Your ProfileCassie Seungrim Kang is a financial advisor with Brookwood Investment Group, located in Phoenix, AZ. Cassie has been a financial advisor for over 15 years, and has a proven track record of success in helping clients reach their financial goals. Cassie specializes in helping clients with financial planning, pension consulting, and educational seminars. Cassie has also worked as a financial advisor at Cambridge Investment Research, Inc., Citigroup Global Markets Inc., and MetLife Securities Inc. Cassie is a Certified Financial Planner and has a Series 6, Series 7, and Series 63 license.
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.
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.
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AZ
01/01/2025 - Present
Brookwood Investment Group (PHOENIX AZ)
CA
03/26/2008 - 12/18/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (GLENDALE CA)
CA
10/02/2007 - 03/20/2008
CITIGROUP GLOBAL MARKETS INC. (WEST HOLLYWOOD CA)
CA
08/29/2005 - 08/24/2007
METLIFE SECURITIES INC. (LOS ANGELES CA)
CA
08/29/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LOS ANGELES CA)
IA
Issued 02/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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