Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myrna? Claim Your ProfileMyrna Kassis is a financial advisor with Osaic FA, Inc. based in Vienna, Virginia. Myrna has over 17 years of experience in the financial services industry. Myrna specializes in providing financial planning, portfolio management, and retirement planning services to individuals, businesses, and charitable organizations. Myrna also has experience providing financial advice to clients in Florida, Maryland, New York, Pennsylvania, Tennessee, and Washington. Myrna is a registered representative of Lincoln Financial Advisors Corporation and an investment advisor representative of Osaic FA, Inc. Myrna is also a Certified Divorce Financial Analyst (CDFA) and can assist clients with divorce-related financial planning.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
03/02/2015 - Present
Osaic FA, Inc. (VIENNA VA)
VA
10/10/2005 - 04/19/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (VIENNA VA)
IN
10/10/2005 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
05/07/2004 - 10/07/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/07/2004 - 10/07/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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