Cassidy Fowler

Current Employers

Employment History

• 12/2024 → Present
  Avantax Planning Partners
  Finleyville, PA
• 01/2019 → Present
  Cassidy Fowler
  Mercer, PA
• 07/2015 → 01/2019
  Mariner Finance
  Baltimore, MD

Other Businesses

1)CASSIDY FOWLER POSITION: Sole Proprietor NATURE: Perform accounting tasks for Quattrone Tax and Accounting Services such as payroll processing, bookkeeping, preparing tax documents, administrative tasks and invoicing. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/07/2019 ADDRESS: 909 Aztec Trail, Mercer PA 16137, United States DESCRIPTION: Main responsibilities are payroll processing, bookkeeping, preparing tax documents, administrative tasks and invoicing. 2)AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Adviser Representative NATURE: Investment Adviser to numerous investment clients. APP provides investment and financial planning services and products to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/04/2024 ADDRESS: 3537 WASHINGTON AVE, FINLEYVILLE PA 15332, United States DESCRIPTION: Assessing client's financial needs. Analyzing client's tax situation. Referring to appropriate Avantax partners.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-15

Other Names

• Cassidy Lynne Quattrone