Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Niedwick is an investment advisor representative at Cutler Investment Group. Susan has been in the financial services industry since 1997. Susan holds Series 7, 9, 10, 63, and 66 licenses. Susan is a Certified Financial Planner. Susan has experience working at several firms including Financial Telesis Inc, Pacific American Securities, LLC, Charles Schwab & Co., Inc., and Zions Investment Securities, Inc. Susan specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
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10/02/2020 - Present
Cutler Investment Group (JACKSONVILLE OR)
CA
12/05/2007 - 09/30/2008
FINANCIAL TELESIS INC (SAN RAFAEL CA)
CA
02/08/2005 - 12/19/2005
PACIFIC AMERICAN SECURITIES, LLC (SAN DIEGO CA)
TX
12/06/1999 - 08/23/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
UT
09/29/1997 - 09/09/1999
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
BOTH
Issued 05/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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