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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas John Cassandra is a financial advisor with Ameriprise Financial Services, LLC, located in Hypoluxo, FL. Nicholas has been in the industry for over 6 years and is registered with the state of Florida as an investment advisor representative. Prior to joining Ameriprise, Nicholas worked at Raymond James Financial Services, Inc. Nicholas has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Nicholas is also a registered insurance agent with Fidelity Guaranty Life Insurance Company. Nicholas works with individual clients, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. Nicholas offers a variety of services to clients, including financial planning, asset allocation services, portfolio management, and educational seminars.
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.
1
2
FL
12/07/2023 - Present
Ameriprise Financial Services, LLC (Hypoluxo FL)
FL
05/04/2017 - 12/14/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOYNTON BEACH FL)
BOTH
Issued 12/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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