Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Emerson is a financial advisor with over 30 years of experience in the industry. Susan has been registered with Ameriprise Financial Services, LLC since 2013 and has been a registered representative with Ameriprise and its predecessors since 1990. Susan has a wide range of experience in the financial services industry and has held positions with several firms including American Express Financial Advisors Inc., IDS Life Insurance Company, Rauscher Pierce Refsnes, Inc., and Thomson McKinnon Securities Inc. Susan is a Chartered Financial Consultant and holds Series 63, 66, 7 and SIE licenses. Susan's current registrations include the state of Minnesota and Arizona, California, Florida, Indiana, Iowa, Oregon and Wisconsin. Susan specializes in providing financial planning and investment management services to individuals, businesses, charitable organizations, trusts and estates, insurance companies and pension and profit sharing 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
MN
11/18/2013 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
08/10/1990 - 11/18/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/10/1990 - 11/18/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/20/1986 - 02/27/1989
RAUSCHER PIERCE REFSNES, INC.
NA
05/08/1985 - 10/10/1986
THOMSON MCKINNON SECURITIES INC.
NA
03/05/1979 - 10/29/1984
CONTISECURITIES, INC.
BOTH
Issued 11/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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