Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Crane is a financial advisor with over 20 years of experience in the industry. Susan currently works at Cetera Investment Advisers LLC in ST PAUL, MN. Susan has a broad range of experience, having worked with a variety of firms throughout her career, including Securian Financial Services, Inc., Woodbury Financial Services, Inc., Equitable Advisors, LLC, and Voya Financial Advisors, Inc., to name a few. Susan holds a number of licenses and certifications including Series 63, 66, 7, 24, and 51. Susan is a registered representative in the state of Minnesota and is currently working on her Series 51 exam. Susan is a highly experienced and knowledgeable financial advisor, and is well-positioned to help her 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.
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.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
MN
02/27/2023 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
02/08/2022 - 01/03/2023
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
07/07/2017 - 02/01/2022
EQUITABLE ADVISORS, LLC (MINNEAPOLIS MN)
MN
07/15/2014 - 10/02/2015
VOYA FINANCIAL ADVISORS, INC. (MINNEAPOLIS MN)
MN
07/09/2012 - 01/02/2013
ADVANCED ADVISOR GROUP, LLC (CAMBRIDGE MN)
MN
01/03/2011 - 01/05/2012
ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)
MN
08/19/2004 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
AZ
04/28/2003 - 03/01/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
06/05/2000 - 12/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
10/16/1986 - 04/09/1988
BEAR, STEARNS & CO. INC.
NA
10/07/1985 - 10/30/1986
BROOK INVESTMENTS, INC.
NA
06/25/1984 - 10/22/1985
OBERWEIS SECURITIES, INC.
NA
09/21/1983 - 06/14/1984
THE ILLINOIS COMPANY, INC.
BOTH
Issued 11/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Crane is the right advisor for you? Invested Better is here to help.
