Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasinee? Claim Your ProfileKasinee Manee-in Meyer is a financial advisor with Encompass More Asset Management LLC. Kasinee has been in the industry since 2018 and has a Series 6, Series 63 and Series 65 license. Kasinee has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. Kasinee offers portfolio management services to individuals and has experience working with Transamerica Financial Advisors, Inc. Kasinee holds a Bachelor of Science degree in Finance from San Diego State University. Kasinee is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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CA
05/17/2024 - Present
Encompass More Asset Management LLC (LAGUNA NIGUEL CA)
CA
04/28/2018 - 04/04/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN DIEGO CA)
IA
Issued 01/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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