Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Cassal is a financial advisor with Baron Capital, Inc., a firm that specializes in managing investment portfolios for individuals and institutions. Elizabeth has been in the financial industry since 2005 and holds the Series 7 and 63 securities licenses. Elizabeth has a strong track record of providing personalized financial advice to help clients achieve their financial goals. Elizabeth is committed to providing her clients with the highest level of service and expertise.
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.
1
2
NY
04/12/2012 - Present
Baron Capital, Inc. (NEW YORK NY)
MA
12/13/2005 - 03/21/2012
NGAM DISTRIBUTION, L.P. (BOSTON MA)
BC
Issued 02/12/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Cassal is the right advisor for you? Invested Better is here to help.
