Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Depka is a financial advisor at Silver Oak Securities, Inc. with over 20 years of experience in the financial services industry. Susan has a broad range of experience in the financial services industry. Susan has held positions with several firms, including PURSHE KAPLAN STERLING INVESTMENTS, NATIONAL PLANNING CORPORATION, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and PRUCO SECURITIES, LLC. Susan is licensed in Florida and South Dakota.
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.
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
TN
07/30/2019 - Present
Silver OAK Securities, Inc. (Knoxville TN)
SD
03/11/2016 - 12/18/2017
PURSHE KAPLAN STERLING INVESTMENTS (Sioux SD)
SD
09/03/2015 - 03/11/2016
NATIONAL PLANNING CORPORATION (SIOUX FALLS SD)
CA
11/28/2012 - 03/06/2015
NATIONAL PLANNING CORPORATION (BURBANK CA)
CO
05/10/2010 - 08/21/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
FL
02/23/1994 - 03/29/2010
PRUCO SECURITIES, LLC. (FORT PIERCE FL)
BC
Issued 08/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/24/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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