Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassondra? Claim Your ProfileCassondra Dunning is a financial advisor with over 20 years of experience in the financial services industry. Cassondra is a registered representative with Private Client Services, LLC. Cassondra has a broad range of experience in various financial service areas, including investment management, financial planning and portfolio management. She holds several professional designations and has passed numerous industry exams, including the Series 66, Series 53, Series 24, Series 4, Series 57TO, Series 52TO, SIE, Series 55, and Series 7. Prior to joining Private Client Services, Cassondra worked at Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, LLC. Cassondra specializes in providing investment advice to individuals, high-net-worth individuals, corporations and pension plans.
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.
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.
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2
KY
04/26/2022 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
10/18/2019 - 11/06/2019
ROBERT W. BAIRD & CO. INCORPORATED (LOUISVILLE KY)
KY
07/03/2000 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
BOTH
Issued 04/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/11/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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