Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Jane Sunderman is a registered representative with Charles Schwab & Co., Inc. in Omaha, Nebraska. Susan is an active advisor, specializing in offering financial advice to individuals, businesses and families. She holds a Series 7 and a Series 63 licenses. Susan has been in the financial services industry since 2006. She also holds a Series 63 license.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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NE
05/10/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
05/11/2006 - 05/10/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 05/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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