Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Carter Carmichael is an investment advisor representative with Osaic Wealth, Inc. based in Edmond, Oklahoma. Susan has been in the financial industry since 2002. Susan is registered to provide investment advice in Oklahoma. In addition to her work at Osaic Wealth, Inc., Susan has previously worked at a number of firms, including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, THRIVENT INVESTMENT MANAGEMENT INC., LPL FINANCIAL LLC, SYMETRA INVESTMENT SERVICES, INC., AMERIPRISE FINANCIAL SERVICES, INC., LINSCO/PRIVATE LEDGER CORP., WM FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
OK
09/26/2023 - Present
Osaic Wealth, Inc. (EDMOND OK)
GA
09/26/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
09/26/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
09/26/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
09/26/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
01/12/2023 - 09/18/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
SC
07/31/2012 - 12/20/2022
LPL FINANCIAL LLC (FORT MILL SC)
WA
07/30/2010 - 07/31/2012
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
UT
03/25/2008 - 05/06/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
WA
06/28/2006 - 11/27/2007
LINSCO/PRIVATE LEDGER CORP. (SEATTLE WA)
WA
08/11/2005 - 05/30/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
CA
05/25/2005 - 06/10/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
09/28/2000 - 04/28/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/28/2000 - 04/28/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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