Unclaimed
Kassandra Villaescusa Rivera is a financial professional with a background in the financial services industry. Kassandra has worked for Fidelity Brokerage Services LLC since 3/16/2021 and previously held a position with VANGUARD MARKETING CORPORATION from 9/5/2020 to 12/10/2020. Kassandra holds Series 7TO, SIE, and Series 63 licenses and is registered to provide financial advice 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.
1
2
RI
03/16/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
AZ
09/05/2020 - 12/10/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 10/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kassandra Rivera is the right advisor for you? Invested Better is here to help.