Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance Mackenzie Wilson is an investment advisor representative registered with Cascadia Capital, LLC. Constance Wilson has been working in the financial services industry since August 2020. Constance Wilson is registered with the state of Washington, and holds the Series 63, Series 7TO, and SIE licenses. Constance Wilson's previous employer was BOFA SECURITIES, INC. in Seattle, WA.
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.
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.
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2
WA
03/15/2023 - Present
Cascadia Capital, LLC (SEATTLE WA)
WA
08/14/2020 - 03/03/2023
BOFA SECURITIES, INC. (SEATTLE WA)
BC
Issued 09/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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