Susan Fristoe, financial advisor Tallahassee FL
83 score

Susan Fristoe

CRD Number: 1177720
Current Firm: Msi Financial Services, Inc.

Susan Fristoe (CRD# 1177720) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Tallahassee, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Metropolitan Life Insurance Company Tallahassee, FL Jul 1998 - Current 18
Metlife Securities Inc. Tallahassee, FL Jul 1998 - Current 18
Security First Group Los Angeles, CA Oct 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S65 NASAA Investment Advisors Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Susan D. Fristoe
Phone Number: 800-638-8378
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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