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Susan Elizabeth Jones

Cetera Financial Specialists LLC

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About Susan Elizabeth Jones

Susan Jones is a financial advisor with Cetera Financial Specialists LLC, located in Columbus, Ohio. Susan has been a financial advisor for over 20 years, and holds Series 6, 63, and SIE licenses. Susan is registered in Florida and Ohio.

Firm Information

Susan Jones is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Susan Jones’s Registration & Firm History

OH

01/24/2001 - Present

Cetera Financial Specialists LLC (COLUMBUS OH)

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Licenses & Designations

BC

Issued 08/02/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Elizabeth Jones.
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