Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kani? Claim Your ProfileKani Cassens is a financial advisor with Ameriprise Financial Services, LLC. Kani Cassens is registered with the state of Washington and the state of South Carolina. Kani Cassens has 9 years of experience in the financial services industry. Kani Cassens's previous employers include J.P. MORGAN SECURITIES LLC and WELLS FARGO CLEARING SERVICES, LLC. Kani Cassens holds the Series 6, 7, and 66 securities licenses. Kani Cassens is also registered with the state of Washington and the state of South Carolina. Kani Cassens is a graduate of the University of South Carolina. Kani Cassens is an active member of the community and serves on the board of directors of the Charleston Animal Society.
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.
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2
WA
03/02/2022 - Present
Ameriprise Financial Services, LLC (Mercer Island WA)
SC
02/07/2022 - 02/17/2022
J.P. MORGAN SECURITIES LLC (Charleston SC)
SC
08/02/2013 - 01/13/2022
WELLS FARGO CLEARING SERVICES, LLC (MOUNT PLEASANT SC)
BOTH
Issued 07/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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