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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Cassandra is an investment advisor representative with Ameriprise Financial Services, LLC. John has been in the securities industry since November 2000. John's experience includes working with RAYMOND JAMES FINANCIAL SERVICES, INC., WM FINANCIAL SERVICES, INC. and A. G. EDWARDS & SONS, INC. John holds Series 7, 9, 10, 63, and 65 licenses and the SIE exam. Cassandra is registered to provide investment advice in 27 states and the District of Columbia.
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.
Asset allocation services
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.
1
2
FL
12/07/2023 - Present
Ameriprise Financial Services, LLC (Hypoluxo FL)
FL
09/29/2004 - 12/14/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOYNTON BEACH FL)
CA
12/02/2002 - 10/04/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MO
11/09/2000 - 11/18/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 02/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/28/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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