Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Burton is a financial advisor registered with Ameriprise Financial Services, LLC. Susan has been in the industry since 1994 and holds Series 7 and 63 licenses. She is also registered in Minnesota as an Investment Advisor Representative. Prior to joining Ameriprise, Susan worked for IDS Life Insurance Company and American Express Financial Advisors Inc. Susan specializes in providing a range of financial planning and investment advisory services to individual investors, families, and businesses.
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.
1
2
MN
02/03/2014 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
11/24/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/21/1998 - 11/29/1999
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
02/01/1994 - 10/07/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
MN
02/01/1994 - 06/02/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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