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Kassandra Villaescusa Rivera

Fidelity Brokerage Services LLC

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About Kassandra Villaescusa Rivera

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.

Firm Information

Kassandra Rivera is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kassandra Rivera’s Registration & Firm History

RI

03/16/2021 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

AZ

09/05/2020 - 12/10/2020

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Kassandra Villaescusa Rivera. Review regulatory record here.
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