Cassandra Bezeau is a registered investment advisor, based in Monroe, MI, with 5 years of industry experience.
Location
72 W. Front St., Monroe, MI, 48161
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Cassandra is a board member of the Woman's Leadership Initiative subcommittee of Habitat for Humanity of Monroe County. She spends minimal time planning and organizing fundraising events.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
May 2022 - Present · 3 yrs 11 mos
Regal Investment Advisors LLC
May 2022 - Present · 3 yrs 11 mos
Previous Registrations
Edward Jones
July 2020 - April 2022 · 1 yr 9 mos
Edward JonesBroker
June 2020 - April 2022 · 1 yr 10 mos
State Registrations2 states
MIOH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.