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. She holds a Series 7, Series 63, Series 24, and Series 51 licenses, as well as the SIE exam. Susan is currently registered with Cetera Investment Advisers LLC in Minnesota. Previously, Susan worked at Securian Financial Services, Inc., Woodbury Financial Services, Inc., Equitable Advisors, LLC, VOYA Financial Advisors, Inc., and Advanced Advisor Group, LLC. Susan's career history reflects a commitment to working with clients in Minnesota. Susan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
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 11/1/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/10/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 2/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/2/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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