Monique Cassidy
Monique Cassidy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Antonio, TX, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7323 W US Highway 90, San Antonio, TX, 78227
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Monique works as an associate/employee in investment operations at Security Service FCU and as a registered sales assistant at Security Service Investment Group. Both roles are investment-related and each take about half of Monique's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Atlas Securities, INC.Broker
Atlas Securities, INC.Broker
Painewebber IncorporatedBroker
J.C. Bradford & CO.Broker
Morgan Keegan & Company, INC.Broker
Victoria Securities CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.