Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kleczkowski has been in the financial services industry since 2004. Susan is registered as a representative of Principal Securities, Inc. and an Investment Advisor Representative in Florida and Texas. Susan also has a bank officer designation with Principal Bank and Principal Trust Company. Previously, Susan worked at Newport Group Securities, Inc., Securian Financial Services, Inc., Transamerica Investors Securities Corporation, OneAmerica Securities, Inc., and American United Life Insurance Company. Susan is a Series 6, 63, 26 and 65 licensed professional with a SIE designation. Susan provides financial planning, pension consulting, educational seminars and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
01/30/2023 - Present
Principal Securities, Inc. (DES MOINES IA)
FL
09/15/2017 - 10/16/2018
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
MN
12/06/2016 - 06/07/2017
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IL
11/29/2006 - 03/31/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CHICAGO IL)
IN
04/10/2000 - 02/04/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
04/10/2000 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 01/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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