Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Cassin is a financial advisor with Raymond James & Associates, Inc. based in Cincinnati, OH. John has been in the industry since 2011. He holds the Series 66, Series 7 and SIE licenses. John has a wide range of experience, having worked with clients in several states including Ohio, Kentucky, Texas, California, Florida, Indiana and Pennsylvania. John specializes in a variety of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors. He provides a wide range of services for a variety of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. John's previous firm was Morgan Keegan & Company, Inc.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
09/11/2019 - Present
Raymond James & Associates, Inc. (CINCINNATI OH)
KY
04/04/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (COVINGTON KY)
BOTH
Issued 06/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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