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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Schwarz, Lepska is a financial advisor with Mariner Wealth. Susan has over 13 years of experience in the financial services industry. She has a Series 6, 7, 63 and 65 license. She also holds the SIE designation. Susan is a registered Investment Advisor Representative in Oregon. Susan has experience working with high-net-worth individuals, corporations, and charitable organizations. Susan is committed to providing personalized financial advice to help her 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.
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.
Family office 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.
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2
OR
01/03/2022 - Present
Mariner Wealth (Portland OR)
OR
03/11/2013 - 01/05/2022
CETERA ADVISORS LLC (PORTLAND OR)
OR
01/06/2012 - 03/11/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (PORTLAND OR)
OR
01/28/2009 - 01/06/2012
WORLD GROUP SECURITIES, INC. (PORTLAND OR)
IA
Issued 12/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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