ADVISOR BIO

Cassandra Cummings is a financial advisor registered with the state of California. Cassandra is currently working with RC Wealth Management. Cassandra specializes in providing financial planning services to individuals and helping to select other advisors. Cassandra has a strong background in the financial industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and MetLife Securities Inc. Cassandra is also a strong advocate for financial literacy, providing services to the general public through on-line courses and in-person events.

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ADVISOR BIO

Cassandra Mettlen is a financial advisor at LPL Financial LLC. Cassandra has been working in the financial industry since 2019, and holds the Series 66, Series 7TO, and SIE exams. Cassandra specializes in a variety of financial products and services, including investment advice, financial planning, and portfolio management. Cassandra is registered with the state of California as a Registered Representative and Investment Advisor Representative.

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ADVISOR BIO

Cassandra Bautista is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Walnut Creek, California. Cassandra is a Series 7 and Series 66 licensed professional with experience in the financial services industry since May 2009. Cassandra offers a range of financial services, including portfolio management, investment management, financial planning, and research services. Cassandra provides services to individuals and businesses and is committed to providing clients with the knowledge and resources they need to make informed financial decisions.

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ADVISOR BIO

Cassandra Heald is an Investment Advisor Representative with RBC Capital Markets, LLC, having been registered with FINRA since September 2021. Cassandra specializes in advising high-net-worth individuals, corporations, and institutions. Cassandra has previously worked in the media industry, at Audacy, Inc. and CBS Radio. Cassandra holds both Series 7 and Series 66 licenses, and is registered to provide investment advice in the states of California, Colorado, and Texas.

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ADVISOR BIO

Cassandra Lauren Rapp is a registered representative with Morgan Stanley. Cassandra has been in the financial services industry for over 9 years. Cassandra is registered in 31 states and holds the Series 66, Series 7TO, and SIE exams. Cassandra's office is located in Santa Barbara, California. Morgan Stanley is a well-established firm with a long history of providing financial services to individuals, families, and institutions. Morgan Stanley offers a wide range of investment products and services, including investment advisory services, brokerage services, and wealth management services.

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ADVISOR BIO

Cassandra Carpenter is a financial advisor at Edward Jones. Cassandra has been in the financial industry since November 20, 2018. Cassandra specializes in providing financial planning, portfolio management for businesses and individuals and pension consulting services. Cassandra is registered with the Securities and Exchange Commission and the following states: Arizona, California, Idaho, Louisiana, Nebraska, Nevada, New Jersey, New York, Oregon, South Carolina, Texas and Washington. Cassandra also has a Series 7TO, Series 66 and SIE.

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ADVISOR BIO

Cassandra L Calhoun is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Cassandra has been in the industry since 2017 and has experience in providing advisory services to a wide range of clients, including individuals, corporations, and charitable organizations. Cassandra is licensed to provide investment advice in multiple states, including California, Texas, and others. Cassandra's expertise includes providing investment advice, portfolio management, and educational seminars. Cassandra is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Cassie Khuu is a financial advisor at Citigroup Global Markets Inc., a firm with over 100 years of experience. Cassie is licensed in over 20 states and has been in the financial industry since 1999. She is a registered Investment Advisor and has a strong track record of helping clients reach their financial goals. Cassie is passionate about providing her clients with personalized advice and helping them make informed financial decisions. Her specialties include asset allocation, financial planning, pension consulting, and portfolio management. Cassie is committed to providing her clients with the highest level of service and expertise.

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ADVISOR BIO

Cassra Mashkouri is a financial advisor at LPL Financial LLC. Cassra has been in the industry since 2014 and is registered in California. Cassra holds a Series 6, Series 63 and SIE license. Cassra has been with LPL Financial LLC since 2022. Previously, Cassra was employed by CUNA Brokerage Services, Inc., J.P. Morgan Securities LLC, and Wells Fargo Clearing Services, LLC. Cassra specializes in providing financial advice to individuals, corporations, and businesses.

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ADVISOR BIO

Catalina Delgado ascencio is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Catalina has been in the industry since March 2011 and has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since that time. Catalina has a Series 7TO, Series 66 and SIE. Catalina is licensed to conduct business in Arizona, California, Florida, Nevada, Oregon, Texas and Washington.

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