Unclaimed
Susan Marie Cleaver is a financial advisor currently registered with Empower Advisory Group, LLC. Susan has been in the industry since November 24, 2004. Susan is registered with the states of Colorado, Kansas, Missouri and Montana. Susan has a wide range of experience in the industry and is dedicated to providing personalized financial advice to her clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
02/18/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
KS
01/14/2015 - 06/09/2015
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
11/11/2004 - 12/31/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
BOTH
Issued 03/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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