Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ebony? Claim Your ProfileEbony Cassandra Myers is a financial advisor with over 13 years of experience in the industry. Ebony is currently registered with Osaic Wealth, Inc. and has previously worked with Triad Advisors LLC and FSC Securities Corporation. Ebony holds the Series 6, Series 26, and Series 51 licenses and has passed the SIE exam. Ebony specializes in providing financial planning, portfolio management, and pension consulting services. Ebony is dedicated to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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AZ
11/03/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
07/12/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
GA
03/29/2016 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
06/23/2008 - 06/25/2014
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/02/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/31/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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