Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Coon is a registered investment advisor representative with Cetera Investment Advisers LLC. Susan has been in the financial services industry since April 1991. Susan has a Series 6, 7, 63 and 65 license. She is registered to provide investment advisory services in Missouri and Texas. Susan has a branch office location in St. Louis, Missouri. Susan has previously worked at Securian Financial Services, Inc., EquiCo Securities, Inc., and The Equitable Life Assurance Society of the United States.
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
MO
08/10/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
09/07/1994 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
NY
04/22/1991 - 09/29/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/22/1991 - 09/29/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 3/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/7/1998
Series 7 - General Securities Representative Examination
BC
Issued 4/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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