Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Cassedy is a financial advisor with Sun Life Institutional Distributors (u.s.) LLC in Wellesley Hills, MA. John has been in the financial services industry since January 1994. John holds Series 3, 6, 7, 24, and 63 licenses as well as the SIE. John was previously registered with DWS Distributors, Inc. and DEAM Investor Services, Inc. John has been registered with the State of Massachusetts since July 19, 2024, and is also registered with 51 other states.
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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MA
07/19/2024 - Present
SUN Life Institutional Distributors (u.s.) LLC (WELLESLEY HILLS MA)
MA
05/31/2011 - 07/08/2024
DWS DISTRIBUTORS, INC. (BOSTON MA)
MA
01/01/1994 - 05/31/2011
DEAM INVESTOR SERVICES, INC. (BOSTON MA)
BC
Issued 11/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2007
Series 3 - National Commodity Futures Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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