Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileEva Maria Goutzos is a financial advisor with Sanctuary Advisors, LLC, an independent wealth management firm headquartered in Indianapolis, IN. Eva has been in the financial services industry for over 25 years, with previous roles at Merrill Lynch and Morgan Stanley. Her experience spans a variety of financial planning services including portfolio management for individuals and businesses, pension consulting, financial planning, and education seminars. Eva holds licenses and certifications in Indiana, Connecticut, and several other states.
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.
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
IN
04/16/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
CT
10/30/2017 - 04/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHBURY CT)
CT
10/17/2014 - 10/20/2017
MORGAN STANLEY (WEST HARTFORD CT)
CT
08/16/2004 - 10/20/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON CT)
NY
03/09/2002 - 06/17/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
05/16/1994 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
10/07/1993 - 05/05/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 10/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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