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Vanessa Marie Zook

PSI Capital Management

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About Vanessa Marie Zook

Vanessa Zook is a registered Investment Advisor Representative (IAR) with PSI Capital Management and has been in the industry for over 10 years. Vanessa is a Series 63 and 65 licensed professional, and has a SIE and Series 6 license. In addition to being a registered IAR, Vanessa is also a licensed insurance agent. Previously Vanessa was employed with Park Avenue Securities LLC. Vanessa has a strong background in financial planning, portfolio management, and insurance sales. Vanessa works with individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Vanessa Zook is currently registered with PSI Capital Management. PSI Capital Management is an investment advisory firm based in LANCASTER, PA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. PSI Capital Management manages approximately $287 million in assets for over 1,300 clients.
PSI Capital Management

147 NORTH SHIPPEN STREET

LANCASTER, PA 17602

$287.14M

Assets Under Management

9

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Vanessa Zook’s Registration & Firm History

PA

09/06/2017 - Present

PSI Capital Management (LANCASTER PA)

PA

09/25/2012 - 12/31/2016

PARK AVENUE SECURITIES LLC (LANCASTER PA)

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Licenses & Designations

IA

Issued 09/06/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vanessa Marie Zook.
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