Unclaimed
Susette Gustini is an investment advisor representative at Sargent Investment Group, a firm with 10 investment advisor representatives. Susette has 26 years of experience in the securities industry. The firm has a total of 1,676 accounts with a total of $1,146,796,701 in assets under management, with $788,416,428 of those assets being discretionary. The firm offers portfolio management services to individuals and investment companies, as well as financial planning and pension consulting. Susette is registered in Maryland and is currently approved to provide investment advice.
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.
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
MD
02/11/2019 - Present
Sargent Investment Group (BETHESDA MD)
DC
06/14/1994 - 05/05/2000
MID ATLANTIC INVESTOR SERVICES, INC. (WASHINGTON DC)
NY
09/22/1978 - 08/10/1995
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 01/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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