Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Derenzo is a financial advisor with Cetera Investment Advisers LLC. Susan has been in the financial services industry since 2001. Susan has a Series 7, Series 24, and Series 66 license. Susan is a Certified Financial Planner and holds a Bachelor of Arts degree in Business Administration from the University of Minnesota. Susan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
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.
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2
WA
01/21/2014 - Present
Cetera Investment Advisers LLC (VANCOUVER WA)
WA
08/01/2012 - 05/01/2013
LPL FINANCIAL LLC (VANCOUVER WA)
WA
01/15/2004 - 08/01/2012
PRIMEVEST FINANCIAL SERVICES, INC. (VANCOUVER WA)
MN
02/21/2001 - 11/10/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 4/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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