Unclaimed
Susan Anastasiadis is a registered representative with Capital Insight Partners, LLC. Susan has been in the financial services industry since 2002. She has a wide range of experience in investment counseling, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Susan also has prior experience with Securities America, Inc., Foothill Securities, Inc., and Purshe Kaplan Sterling Investments. Susan is dedicated to providing her clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Investment counseling
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.
1
2
AZ
08/27/2008 - Present
Capital Insight Partners, LLC (SCOTTSDALE AZ)
AZ
12/08/2016 - 12/09/2016
SECURITIES AMERICA, INC. (SCOTTSDALE AZ)
AZ
03/04/2011 - 12/08/2016
FOOTHILL SECURITIES, INC. (SCOTTSDALE AZ)
AZ
08/15/2008 - 03/04/2011
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
02/22/2005 - 08/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
TX
04/02/2004 - 02/09/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
06/24/2002 - 02/24/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
04/18/2000 - 10/06/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 01/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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