Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Robenalt is a financial advisor with Stratos Wealth Partners, Ltd. Susan has been in the financial services industry since 1996 and has a strong background in investment advisory services. Susan provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Susan is registered with the Securities and Exchange Commission (SEC) and with the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Minnesota, Missouri, Montana, New Jersey, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, and Wisconsin.
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.
Percentage of assets under management with third party managers
1
2
OH
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (Powell OH)
OH
06/01/2009 - 10/01/2010
MORGAN STANLEY SMITH BARNEY (DUBLIN OH)
OH
11/29/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DUBLIN OH)
OH
09/28/2001 - 12/06/2006
MORGAN STANLEY DW INC. (DUBLIN OH)
NY
03/15/1996 - 10/26/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
OH
02/09/1996 - 05/10/1996
BANC STOCK FINANCIAL SERVICES, INC (COLUMBUS OH)
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Robenalt is the right advisor for you? Invested Better is here to help.
