Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan G. Oleari is an investment advisor representative registered with Trifecta Capital Advisors, LLC. Susan has been in the industry since 2014 and holds a Series 65 license. Susan has specialized in providing financial planning services and portfolio management services to individuals, businesses, and charitable organizations. Susan is a member of the Joffrey Ballet Board of Directors and Women’s Board.
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.
Helps you choose top advisors aligned with your financial goals.
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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IL
01/19/2022 - Present
Trifecta Capital Advisors, LLC (NORTHBROOK IL)
IA
Issued 11/15/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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