Unclaimed
Susan Hutchinson is a financial advisor with Cambridge Investment Research, Inc., registered in Iowa. Susan has been in the industry since 1996 and has held prior registrations with Securities Management & Research, Inc., Berthel, Fisher & Company Financial Services, Inc., Nations Financial Group, Inc., and Princor Financial Services Corporation. Susan holds a Series 7, Series 24, Series 63, and SIE licenses.
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.
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.
1
2
IA
01/27/2022 - Present
Cambridge Investment Research, Inc. (Anamosa IA)
IA
10/12/2018 - 01/18/2022
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
IA
02/24/2006 - 01/18/2022
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Cedar Rapids IA)
IA
10/15/2004 - 02/27/2006
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
IA
08/25/2004 - 10/14/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
09/05/1995 - 04/12/2004
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Hutchinson is the right advisor for you? Invested Better is here to help.