Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Caroline Cevette is a wealth advisor at Kestra Advisory Services, LLC. Susan has over 20 years of experience in the financial services industry. Her previous experience includes roles at Edward Jones, UBS Financial Services Inc., and AXA Advisors, LLC. Susan is a registered representative and investment advisor in multiple states. She specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Susan is committed to helping 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.
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
TX
09/06/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MN
07/27/2018 - 09/20/2023
LPL FINANCIAL LLC (MINNEAPOLIS MN)
MN
01/25/2010 - 07/30/2018
EDWARD JONES (MINNEAPOLIS MN)
MN
06/29/2007 - 08/08/2008
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
MN
07/12/2006 - 01/23/2007
AXA ADVISORS, LLC (MINNEAPOLIS MN)
AZ
02/19/2003 - 06/01/2006
EDWARD JONES (GLENDALE AZ)
BOTH
Issued 02/05/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Cevette is the right advisor for you? Invested Better is here to help.
