Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Maginity is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Susan has been in the industry since 2005 and is registered in 33 states. Susan is licensed to offer a variety of financial products and services, including investment advice, financial planning, and portfolio management. Susan has passed the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7) and the Uniform Securities Agent State Law Examination (Series 63). Susan is committed to providing her clients with personalized financial advice and guidance to help them 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
IL
01/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ITASCA IL)
IL
10/13/2005 - 01/05/2024
WELLS FARGO CLEARING SERVICES, LLC (SCHAUMBURG IL)
BC
Issued 11/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Maginity is the right advisor for you? Invested Better is here to help.
