Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kassandra? Claim Your ProfileKassandra Lynn Fouts is a registered representative with Fidelity Personal And Workplace Advisors, holding both Series 63 and Series 66 licenses. Kassandra has been in the financial industry since July 2015 and holds certifications in Series 7, Series 9, Series 10 and SIE. Kassandra's previous experience includes working with Charles Schwab & Co., Inc.. She is a licensed broker in 53 states and holds an active investment advisor license in Colorado and Texas.
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.
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.
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.
1
2
CO
04/04/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
04/02/2015 - 05/12/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 03/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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