Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Trass is a financial advisor with over 20 years of experience in the industry. Susan currently works at Kestra Advisory Services, LLC, where she provides financial planning and asset management services to individuals, families, and businesses. Susan has a deep understanding of the financial markets and is committed to helping her clients achieve their financial goals. Susan is a registered representative of Kestra Investment Services, LLC and is also a registered investment advisor with the State of Georgia.
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.
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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GA
03/30/2023 - Present
Kestra Advisory Services, LLC (Atlanta GA)
GA
08/12/2019 - 03/31/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)
PA
06/27/2018 - 08/02/2019
PNC INVESTMENTS (CAMP HILL PA)
NY
04/14/2017 - 04/10/2018
CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)
NJ
11/21/2013 - 08/10/2015
SECUREVEST FINANCIAL GROUP (EDISON NJ)
OH
05/21/2012 - 11/18/2013
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
GA
10/05/2009 - 12/08/2011
AMERIPRISE FINANCIAL SERVICES, INC. (DULUTH GA)
GA
08/16/2002 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DULUTH GA)
MO
08/07/2001 - 08/22/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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