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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sue? Claim Your ProfileSue Ellen Bigley is a financial advisor currently registered with J. W. Cole Advisors, Inc., with offices in Tampa, FL and Berea, OH. Sue Ellen has been in the industry since 1998 and holds Series 6, 7, and 66 licenses as well as the SIE exam. Before joining J. W. Cole Advisors, Inc. in 2017, Sue Ellen was affiliated with Citizens Securities, Inc. and Chase Investment Services Corp. Sue Ellen focuses on providing financial planning, portfolio management, and educational seminars. Sue Ellen provides services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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.
1
2
OH
02/21/2017 - Present
J. W. Cole Advisors, Inc. (Berea OH)
OH
08/12/2008 - 02/21/2017
CITIZENS SECURITIES, INC. (PARMA OH)
OH
07/06/2005 - 07/29/2008
CHASE INVESTMENT SERVICES CORP. (LORAIN OH)
IL
11/11/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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