Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Andrea Fritsch has over 18 years of experience in the financial services industry. Susan is currently registered with Wells Fargo Clearing Services, LLC and is licensed in Florida and Pennsylvania. Susan has held previous positions with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Susan has a broad range of experience in the financial services industry and is committed to providing her clients with personalized financial advice and guidance. Susan is a dedicated financial professional with a deep understanding of the financial markets and a commitment to helping her clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/26/2010 - Present
Wells Fargo Clearing Services, LLC (ST. PETERSBURG FL)
PA
02/07/2005 - 03/29/2010
AMERIPRISE FINANCIAL SERVICES, INC. (W. CONSHOHOCKEN PA)
MN
02/07/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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