Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan White is a registered Investment Advisor Representative with AOG Wealth Management in Reston, Virginia. Susan has been in the financial services industry since April 2019. She holds the Series 65 license and specializes in providing financial planning, portfolio management for individuals and investment companies. Susan has experience working with a diverse clientele including high-net-worth individuals, investment companies, charitable organizations, corporations, and individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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VA
10/23/2023 - Present
AOG Wealth Management (Reston VA)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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