Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Oman is an investment advisor representative with Empower Advisory Group, LLC, a firm that provides financial planning and portfolio management services. Susan has been in the industry since 2018, and holds Series 6, 7TO, 24, 26, 63, and 65 licenses. She is registered to provide investment advice in 45 states, and is currently serving clients in both Indiana and Colorado. Susan's experience with American Funds and Orchard Software provides her with a diverse background that is valuable to clients. Empower Advisory Group, LLC is a large firm with over 700 investment advisor representatives, providing a wide range of investment services.
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.
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2
IN
07/05/2023 - Present
Empower Advisory Group, LLC (Westfield IN)
IN
05/25/2018 - 05/02/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)
IA
Issued 09/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/02/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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