Cassie SairaCRD Number: 6360565
Current Firm: Conrad Siegel Investment Advisors
Cassie Saira (CRD# 6360565) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 5 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Conrad Siegel Investment Advisors||Harrisburg, PA||Jun 2014 - Current||3|
|Conrad Siegel Actuaries||Harrisburg, PA||Jun 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management3,014MILLIONS
Total Number of Accounts336ACCOUNTS
Average Account Value$8,970,593
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NY, PA, TX