Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Christoph is a financial advisor with Curi RMB Capital, LLC, located in Chicago, Illinois. Susan has been in the financial services industry since 1983. Susan holds Series 3, 4, 7, 24, 27, and 63 licenses. Susan has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Susan specializes in portfolio management, financial planning, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
09/13/2007 - Present
Curi RMB Capital, LLC (CHICAGO IL)
NY
11/01/2004 - 06/30/2006
FIRST ALBANY CAPITAL INC. (NEW YORK NY)
IL
08/01/1999 - 01/28/2003
CONNING & COMPANY (OAKBROOK TERRACE IL)
IL
08/24/1983 - 09/10/1999
NODDINGS AND ASSOCIATES, INC. (OAKBROOK TERRACE IL)
BC
Issued 11/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 06/01/1987
Series 4 - Registered Options Principal Examination
BC
Issued 09/03/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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