Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasandra? Claim Your ProfileKasandra Schindler is a financial advisor with J.P. Morgan Securities LLC, with over 20 years of experience in the financial services industry. Kasandra is registered to provide investment advice in several states, including California, Texas, and Arizona. Kasandra has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Kasandra is also registered to provide investment advice through Wells Fargo Investments, LLC and Northern Trust Securities, Inc. Kasandra holds Series 6, 7, 63, and 65 licenses and the SIE exam.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
04/03/2019 - Present
J.p. Morgan Securities LLC (NEWPORT BEACH CA)
CA
04/11/2008 - 01/14/2009
WACHOVIA SECURITIES, LLC (NEWPORT BEACH CA)
CA
09/27/2004 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
04/30/2002 - 01/22/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IL
04/17/2001 - 12/04/2001
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
NY
01/16/1995 - 10/05/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NE
05/20/1994 - 11/02/1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 04/12/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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