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Mark A

ChFC®, Series 63

Fort Myers Beach, FL

OSAIC

Mark Anastasoff is a financial advisor at OSAIC with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Securities America Advisors, Securities America Inc., and Signator Investors, Inc. He has been an independent insurance agent at the Curry Agency since 2001. Outside of his advisory work, he refers property and casualty insurance clients to Noyce, Hall & Allen Insurance and serves as executor for multiple family wills. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporates. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

Annuities Private / alternative investments
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Lucille C

Series 63, Series 65

Ft. Myers Beach, FL

OSAIC

Lucille Cueller is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wodbury Financial Services for 22 years. Cueller also is involved in selling traditional life, health, and long-term care insurance, as well as fixed annuities. OSAIC serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through multiple platforms. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

Annuities Private / alternative investments
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