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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasha? Claim Your ProfileKasha McLemore is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Beaverton, Oregon. Kasha has been in the industry since 2006. Kasha is licensed to conduct business in 18 states. She specializes in working with individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and banking or thrift institutions. Kasha also offers hourly and fixed rate consultations, financial planning, pension consulting, and portfolio management for individuals and businesses. Kasha has previously worked with First Tech Federal Credit Union and CUSO Financial Services, L.P.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (BEAVERTON OR)
OR
10/03/2011 - 01/23/2012
CUSO FINANCIAL SERVICES, L.P. (BEAVERTON OR)
OR
09/04/2008 - 09/21/2011
KEY INVESTMENT SERVICES LLC (KING CITY OR)
OR
01/24/2006 - 07/11/2008
CUSO FINANCIAL SERVICES, L.P. (EUGENE OR)
BOTH
Issued 01/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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