Unclaimed
Susan Stadsklev is a financial advisor with Cetera Investment Advisers LLC. Susan has over 35 years of experience in the financial services industry. Susan holds Series 6, 63, 22 and 65 licenses. Susan is also registered as an Investment Advisor Representative in the state of Virginia. Prior to joining Cetera Investment Advisers LLC, Susan was with VOYA FINANCIAL ADVISORS, INC. and Waddell & Reed, Inc. Susan has worked with a variety of clients including individuals, businesses, and pension 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.
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
VA
09/15/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (VIENNA VA)
VA
12/21/1987 - 07/27/2006
WADDELL & REED, INC. (VIENNA VA)
IA
Issued 4/3/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/22/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Stadsklev is the right advisor for you? Invested Better is here to help.