Cassandra Frederiksen is a registered investment advisor, based in Spokane, WA, with 10 years of industry experience.
Location
111 S Post St, #2260, Spokane, WA, 99201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cassandra is an investment advisor representative (IAR) with Merit Financial Group and an independent insurance agent with Viren and Associates, Inc. She also sells fixed insurance products and is a notary public for the state of Washington, dedicating minimal time to this.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Mariner Independent Advisor Network, LLC
LPL Financial LLCBroker
State Registrations9 states
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