Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Agiert is a financial advisor at Mutual Advisors, LLC, with over 30 years of experience in the financial services industry. Susan has held various roles with several firms, including Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Susan is registered to provide advisory services in 50 states and the District of Columbia. She is also a registered Investment Advisor Representative in Arizona. Susan provides a range of financial services including portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors. Susan's services are tailored to meet the individual needs of each client.
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.
Hourly 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.
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2
AZ
05/09/2023 - Present
Mutual Advisors, LLC (Prescott AZ)
CA
06/04/2013 - 01/24/2017
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
CA
03/10/2010 - 05/17/2012
AMERIPRISE FINANCIAL SERVICES, INC. (WOODLAND HILLS CA)
CA
06/01/2009 - 03/31/2010
MORGAN STANLEY SMITH BARNEY (WOODLAND HILLS CA)
CA
09/21/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WOODLAND HILLS CA)
MO
12/04/1997 - 04/03/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IL
10/22/1982 - 07/26/1994
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
BOTH
Issued 07/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2015
Series 4 - Registered Options Principal Examination
BC
Issued 07/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/10/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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