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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Radley is a financial advisor with Cetera Investment Advisers LLC based in Gilbert, Arizona. Susan is an experienced professional in the financial services industry with over 20 years of experience. Her expertise covers various aspects of financial planning, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Susan is also a licensed insurance agent, providing additional services in medical and dental insurance. Susan is committed to helping clients achieve their financial goals and has a proven track record of success in assisting individuals and businesses navigate their financial future.
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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AZ
09/25/2006 - Present
Cetera Investment Advisers LLC (GILBERT AZ)
CT
10/13/2000 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 09/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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