Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Danby Kauble is a financial advisor who has been in the industry since 1986. Susan is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2022. Susan's prior experience includes working with First Allied Securities, Inc. and First Affiliated Securities. Susan holds licenses in Arizona, California, Colorado, Florida, Hawaii, Idaho, Massachusetts, Michigan, New York, Oregon, South Dakota, Texas, and Washington. Susan is a Registered Representative and Investment Adviser Representative in Oregon and Texas. Susan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
OR
11/12/2020 - Present
Cetera Investment Advisers LLC (EUGENE OR)
OR
12/15/1994 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EUGENE OR)
CA
05/31/1989 - 12/23/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
CA
08/28/1986 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 5/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/5/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 2/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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