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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lethe? Claim Your ProfileLethe Cassandra Burns is a financial advisor with Ameriprise Financial Services, LLC in Austin, Texas. Lethe has been working in the financial industry since July 19, 2001, and has a long history of experience at various firms including IDS Life Insurance Company, Lockwood Financial Services, Inc., and RBC Dain Rauscher Inc. Lethe specializes in helping individuals, families, and businesses with their financial planning needs. Lethe holds a Series 66, Series 24, Series 7, and SIE license, allowing her to provide a comprehensive range of investment and financial planning services to clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation services
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.
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2
TX
10/20/2004 - Present
Ameriprise Financial Services, LLC (AUSTIN TX)
MN
10/20/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
PA
04/21/2003 - 10/19/2004
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
07/20/2001 - 05/09/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BOTH
Issued 08/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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