Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sue? Claim Your ProfileSue C. Sandlin-plaehn has been in the financial services industry since 1987. Sue is a Registered Representative with Mutual Of Omaha Investor Services, Inc. Sue is a Chartered Financial Consultant and offers financial planning services. Sue also provides investment advice to individuals, and provides selection of other advisors. Sue's firm has approximately $15,498,267 in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees and third party money manager fees
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2
VA
01/05/2007 - Present
Mutual OF Omaha Investor Services, Inc. (GLEN ALLEN VA)
IA
Issued 01/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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