Unclaimed
Abigail Psyhogeos is an investment advisor representative with Captrust. Abigail has been in the securities industry for over 30 years and has a broad range of experience in financial planning, portfolio management, and pension consulting. Abigail is a registered investment advisor in Maine and Massachusetts and holds the Series 7, Series 24, Series 53, Series 63 and Series 65 licenses. Abigail has previously worked at Newbury Street Capital Limited Partnership, Boston Financial Management LLC, and Bainco International Investors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
ME
11/21/2024 - Present
Captrust (PORTLAND ME)
MA
04/10/1997 - 12/27/2016
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)
NA
02/22/1994 - 12/05/1996
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP
NY
03/25/1992 - 04/21/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/20/1988 - 04/17/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/27/1993
Series 24 - General Securities Principal Examination
BC
Issued 12/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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