Cassandra
Wyrick

Remotiv / Financial Soundings

CRD#7239092
Investment Advisor
in Jacksonville, FL

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About this Advisor

Cassandra Wyrick is a financial advisor operating in Jacksonville, Florida with a total of 2 years of relevant experience. Wyrick is currently employed by Remotiv / Financial Soundings. Their career trajectory has included roles at Fidelity Brokerage Services LLC, Sedgwick County Department Of Corrections, Texas Roadhouse, University Of Central Florida, Olive Garden, Ruby Tuesday, Eastern Florida State College, Viera High School and Remotiv / Financial Soundings. Wyrick maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Remotiv / Financial Soundings is a registered investment firm based out of Miami, FL. Remotiv / Financial Soundings has a few services, such as pension consulting services and other services. Financial management fees largely depend on which services the firm provides the client. However, fees billed by Remotiv / Financial Soundings may include fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Pension consulting services, Other

Fee Structure

Fixed Fees, Others

Office Location

Jacksonville, FL

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Remotiv / Financial Soundings Brokerage Details

Total Number of Employees

14

FL Average: 62

Investment Advisory Services

  • Pension consulting services
  • Other

Cassandra Wyrick Work History

Cassandra has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Remotiv / Financial Soundings

2020 - 2021 (1 year)

Fidelity Brokerage Services LLC

2018 - 2019 (1 year)

Sedgwick County Department Of Corrections

2018 - 2019 (1 year)

Texas Roadhouse

2017 - 2019 (2 years)

University Of Central Florida

2017 - 2018 (1 year)

Olive Garden

2015 - 2017 (2 years)

Olive Garden

2013 - 2015 (2 years)

Ruby Tuesday

2013 - 2016 (3 years)

Eastern Florida State College

2010 - 2013 (3 years)

Viera High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cassandra Wyrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Remotiv / Financial Soundings

Hayden Lee
Macclenny, FL
Brian Kim
Miami, FL
Grant Harney
Roswell, GA
Cassandra Wyrick
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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