Nicholas Anastasakis (CRD# 4567882) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Hts, OH and has over 13 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
J.w. Cole Financial | Tamapa, FL | Jun 2007 - Current | 17 |
Cornerstone Asset Management Services, Inc. | Parma, IA | Dec 2005 - Current | 18 |
Anastasakis & Associates, Dba Ohio Financial | Parma, OH | Feb 2004 - Current | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- AZ
- IN
- KS
- MI
- OH
- TX
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts450ACCOUNTS
-
Average Account Value$66,718
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, IN, KS, MI, MT, OH, TX
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