Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Marie Anderson is a financial advisor with over 14 years of experience in the industry. Susan is currently registered with LPL Financial LLC in Minnesota and Texas, and has been registered with various other firms throughout her career, including Osaic Wealth, Inc.. Susan holds a Series 7, Series 63, and Series 65 license and has also passed the SIE exam. Susan has experience providing a variety of advisory services, including financial planning, portfolio management, 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
02/29/2024 - Present
LPL Financial LLC (MAPLE GROVE MN)
MN
05/12/2009 - 02/01/2024
OSAIC WEALTH, INC. (MAPLE GROVE MN)
IA
Issued 06/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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