Cassandra Michelle Finley

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1998 → 06/2019
  Foresters Financial Services
  Wheeling, WV
• 07/2015 → 08/2018
  Live Nation
  Belmont, OH
• 07/2015 → 05/2018
  Hilltop Elementary
  Wheeling, WV
• 01/2016 → 12/2018
  Marshall County Chamber Of Commerce
  Moundsville, WV
• 12/2017 → 12/2018
  Marshall County Chamber Of Commerce
  Moundsville, WV
• 09/2014 → 05/2019
  Hilltop Elementary Pto Member
  Wheeling, WV
• 01/2006 → 05/2019
  Marshall County Chamber Of Commerce
  Moundsville, WV
• 06/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 07/2020 → Present
  Cetera Investment Advisers Llc
  Canonsburg, PA

Other Businesses

1. ZTA WHEELING ALUMNAE CHAPTER- TREASURER- DUAL SIGNORS

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-18
• S63 Uniform Securities Agent State Law Examination
  1999-02-11

Other Names

• Cassie Kyrc
• Cassandra Kyrc
• Cassandra Michelle Finley
• Cassandra Michelle Kyrc