Cassandra Smith (CRD# 4391891) is an Investment Advisor Representative working at Credit Union Investment Services in Morganton, NC and has over 11 years of experience in the finance industry. Cassandra Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7063689
Edward Jones
CRD# 5699012
Edward Jones
CRD# 5699016
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Aug 2016 - Current | 7 |
| Secu Life Insurance Company | Raleigh, NC | Oct 2014 - Current | 9 |
| Credit Union Investment Services | Raleigh, NC | Oct 2012 - Current | 11 |
| Secu Brokerage Services | Raleigh, NC | Jun 2012 - Current | 11 |
| State Employees' Credit Union | Morganton, NC | Oct 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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