Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Mallonee Heuer is a financial advisor at Osaic Wealth, Inc., based in LAKE OSWEGO, OR. Susan has been in the financial industry since 1997 and holds Series 6 and 63 licenses as well as the SIE exam. Susan has prior experience at INDEPENDENT FINANCIAL GROUP, LLC and THRIVENT INVESTMENT MANAGEMENT INC., and is currently registered with the state of California, Michigan, Nevada, Oregon, and Washington. Susan's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, and Pension Consulting.
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.
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
OR
11/21/2023 - Present
Osaic Wealth, Inc. (LAKE OSWEGO OR)
OR
01/19/2016 - 11/20/2023
INDEPENDENT FINANCIAL GROUP, LLC (Lake Oswego OR)
OR
12/26/2013 - 01/25/2016
THRIVENT INVESTMENT MANAGEMENT INC. (BEAVERTON OR)
OR
03/15/2011 - 12/18/2013
WOODBURY FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
OR
07/01/2002 - 03/18/2011
THRIVENT INVESTMENT MANAGEMENT INC. (BEAVERTON OR)
MN
07/08/1997 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 06/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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