Stephanie Guanzini

First Citizens Investor Services, Financial Officer

Role: Financial Officer at Capitol Securities Management Inc.
Location: Wilmington, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Stephanie Guanzini

Securities and Advisory services are offered through Capitol Securities Management, Inc…

Experience

Financial Officer
Capitol Securities Management Inc.
Jul 2022 — Present · WILMINGTON, NC

Skills

Fixed Annuities
Team Building
Strategic Financial Planning
Financial Planning
Customer Service
Residential Homes
Proposal Writing
Investments
Project Management
Project Planning
Networking
Life Insurance
Marketing
Time Management
Training
Business Development
Risk Management
Insurance
Sales
Program Management
New Business Development
Contract Negotiation
Strategic Planning
Team Management
Advertising

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
s••••••••@capitolsecurities.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••94

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Current company

Capitol Securities Management Inc.

Financial Services · 135 employees · Founded 1981 · Reston, Virginia, United States

A balanced approach to investing, Capitol Securities Management is a registered broker-dealer and Investment Advisor, members FINRA, SIPC & MSRB, founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Visit our website to learn more - www.capitolsecurities.com

capitolsecurities.com

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