Unclaimed
Susan Giroux has been in the financial industry since May 1998. Susan has Series 7, Series 63 and SIE licenses and is currently registered as an Investment Advisor Representative in New Hampshire and Texas. Susan is affiliated with Ameriprise Financial Services, LLC. Susan specializes in providing financial advice to individuals, families and businesses. Susan has a strong background in financial planning, investment management, and retirement planning. Susan provides financial advice and investment management services to a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Asset allocation 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.
1
2
NH
01/07/2015 - Present
Ameriprise Financial Services, LLC (Concord NH)
MN
12/09/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/18/1997 - 11/06/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/18/1997 - 11/06/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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