Cassandra Taleen Woodward
Professional Summary
Cassandra Taleen Woodward, who also goes by Cassandra Taleen Nash, Casie Woodward, is a registered financial advisor currently at MODERN CAPITAL SECURITIES INC. located in Raleigh, North Carolina. Cassandra is registered as a RR (Registered Representative) and started their career in finance in 1999. Cassandra has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Cassandra Taleen Nash, Casie Woodward
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
MODERN CAPITAL SECURITIES INC. | WESTERN EQUITY GROUP, INC.
Contact Information
Main Address
7780 Brier Creek Parkway Suite 325, Pleasant View, TN 37146Mailing Address
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617Phone Number
(919) 302-9855Established
California since 01/22/2004Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (38 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/3/2020)
(5/1/2026)
(3/12/2026)
(9/24/2024)
(3/16/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Cassandra Taleen Woodward's CRS (Customer Relationship Summary).
