STEPHANIE R CASAS

STEPHANIE R CASAS is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..

Registration history (2)

FirmFromToCurrent
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.2025-01-27presentYes
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER2022-12-082025-02-03

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