Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan K. Richardson is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since July 20, 2003. Susan has experience with a variety of clients, including individuals, high-net-worth individuals, trusts, estates, corporations, and pension and profit-sharing plans. Susan is also licensed to provide financial planning, asset allocation services, and other financial services. Before working at Ameriprise, Susan worked at a number of other firms including Riversource Distributors, Inc., Park Avenue Securities LLC, and Dean Witter Reynolds Inc.
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.
Asset allocation services
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
MN
03/19/2010 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/01/2007 - 07/10/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/09/2006 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NY
07/21/2005 - 01/03/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
03/15/2004 - 09/21/2004
ASKAR CORP. (BLOOMINGTON MN)
NY
10/31/2001 - 02/10/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/05/2001 - 03/07/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
TX
12/07/1999 - 08/28/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
12/07/1999 - 08/28/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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