Aimee Helene Capatanos

Employer firm

Centennial Securities Company, Inc. CRD 7763

$1.34B regulatory AUM 2,520 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2003 → Present
  Centennial Securities Company
  Grand Rapids, MI

Other Businesses

Pathway Benefit Services. 5099 S. Division Grand Rapids, Mi. Investment related. - 401(k) Administration - Aimee is a financial advisor advising 401(k) plans / individuals and administration work. Since 2003. 40 Hours per month mostly during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-02
• S63 Uniform Securities Agent State Law Examination
  2003-09-24