Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastasia? Claim Your ProfileAnastasia Thermos is a financial advisor at Fidelity Personal And Workplace Advisors. Anastasia has over 20 years of experience in the financial services industry. Anastasia specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
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.
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.
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2
IL
09/13/2022 - Present
Fidelity Personal AND Workplace Advisors (LIBERTYVILLE IL)
IL
03/30/2020 - 07/08/2022
U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)
IL
06/16/2015 - 04/02/2020
CUNA BROKERAGE SERVICES, INC. (GURNEE IL)
IL
09/12/2012 - 05/08/2015
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
02/17/2012 - 03/15/2012
GUGGENHEIM INVESTOR SERVICES, LLC (NEW YORK NY)
IL
05/20/2004 - 04/25/2011
GUGGENHEIM FUNDS DISTRIBUTORS, INC. (LISLE IL)
IL
12/04/2002 - 06/04/2004
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
06/03/1999 - 12/09/2002
AFD, INC. (NORTHBROOK IL)
IL
07/10/1998 - 03/05/1999
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
BOTH
Issued 07/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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