Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kauble is a financial advisor with over 36 years of experience in the industry. She is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative. Susan has also held previous positions with First Allied Securities, Inc. and First Affiliated Securities. Susan has a wide range of experience in financial planning, portfolio management, and other advisory services. She is committed to providing her clients with personalized advice and guidance to help them 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
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 05/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Kauble is the right advisor for you? Invested Better is here to help.
