Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kramer Atkinson has been in the financial services industry for over 30 years. Susan is a registered representative of Wells Fargo Clearing Services, LLC and an investment advisor representative of Wells Fargo Advisors LLC. Susan is licensed to provide investment advice in Virginia and Texas, and she is also registered as an investment advisor representative in Texas. Susan offers a variety of financial services to individuals and families, including financial planning, investment management, and retirement planning. Susan has a strong commitment to helping clients achieve their financial goals.
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.
1
2
VA
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (VIRGINIA BEACH VA)
VA
03/12/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORFOLK VA)
NA
03/03/1989 - 05/17/1989
CHARLES SCHWAB & CO., INC.
NA
05/25/1988 - 03/04/1989
SOVRAN INVESTMENT CORPORATION
BOTH
Issued 01/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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