Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Quinn Cassaday is a financial advisor with over 40 years of experience in the industry. Stephan is a Certified Financial Planner™ professional and is registered with the state of Virginia and Texas. Stephan Quinn Cassaday specializes in providing financial planning, portfolio management, and insurance solutions. Stephan Quinn Cassaday is currently employed with Cassaday & Company, Inc. in McLean, Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing with our affiliate, focus risk solutions.
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2
VA
01/04/2022 - Present
Cassaday & Company, Inc. (MCLEAN VA)
NY
11/04/1988 - 10/28/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/02/1984 - 11/16/1988
PAINEWEBBER INCORPORATED
NA
05/12/1980 - 03/26/1984
E. F. HUTTON & COMPANY INC
NA
03/01/1978 - 05/30/1980
JOHNSTON, LEMON & CO. INCORPORATED
IA
Issued 04/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1981
Series 5 - Interest Rate Options Examination
BC
Issued 02/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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