Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kathleen Feller is a financial advisor with over 17 years of experience in the industry. Susan is currently registered with Wells Fargo Advisors Financial Network, LLC in Illinois and Texas. Susan has been a registered representative with Wells Fargo Advisors Financial Network, LLC since March 2022. Previously, Susan worked at WELLS FARGO CLEARING SERVICES, LLC from April 2009 to March 2022 and CITIGROUP GLOBAL MARKETS INC. from January 2005 to May 2009. Susan has a broad range of experience in financial services, including investment advisory, securities trading, and financial planning. Susan holds licenses for Series 3, Series 7, Series 9, Series 10, Series 63, and Series 65 exams.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
03/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BOURBONNAIS IL)
IL
04/24/2009 - 03/10/2022
WELLS FARGO CLEARING SERVICES, LLC (BOURBONNAIS IL)
IL
01/20/2005 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (BOURBONNAIS IL)
IA
Issued 02/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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