Kasandra Reid
Professional summary
Kasandra Reid, who also goes by Kassie Howe, Kasandra B Reid, Kassie B Reid, was a registered financial advisor .
Kasandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kasandra had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 14, 2026 - Present
May 14, 2025 - June 9, 2026
GREENHILL FINANCIAL PARTNERS
June 5, 2024 - May 14, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
June 5, 2024 - May 14, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
October 10, 2023 - May 16, 2024
LPL FINANCIAL LLC
July 17, 2023 - May 16, 2024
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/14/2026)
Exams
What does exam status mean?
Series 7TO
Passed: 7/17/2023
General Securities Representative ExaminationCurrent firm
No current employment
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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