Shaunt OzbenCRD Number: 2965971
Current Firm: Capitol Securities Management, Inc.
Shaunt Ozben (CRD# 2965971) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 16 years of experience in the finance industry.
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|Capitol Securities Management, Inc.||Mclean, VA||Feb 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2000|
Total Assets Under Management539MILLIONS
Total Number of Accounts1,789ACCOUNTS
Average Account Value$301,110
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV