Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kassandra? Claim Your ProfileKassandra Caballero is a financial professional with over a year of experience in the industry. Kassandra is currently registered with Fidelity Brokerage Services LLC and holds Series 7, Series 63, and Series 6 licenses. Prior to joining Fidelity Brokerage Services LLC, Kassandra worked at U.S. Bancorp Investments, Inc.. Kassandra is licensed in 53 states and the District of Columbia.
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.
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.
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2
CO
11/28/2022 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
05/19/2021 - 06/16/2022
U.S. BANCORP INVESTMENTS, INC. (AURORA CO)
BC
Issued 08/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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