Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastasia? Claim Your ProfileAnastasia Cadotte is a financial advisor at SPC. Anastasia has been in the financial services industry since 1987. Anastasia is registered with FINRA and the state of Michigan. Anastasia specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Anastasia also offers educational seminars and consultation services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
03/21/2012 - Present
SPC (ANN ARBOR MI)
MI
11/25/2003 - 12/31/2006
QUESTAR CAPITAL CORPORATION (ANN ARBOR MI)
IL
11/19/2001 - 10/03/2002
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
MI
09/16/1991 - 11/19/2001
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
MI
11/19/1985 - 06/28/1991
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/07/1992
Series 24 - General Securities Principal Examination
BC
Issued 06/05/1987
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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