Unclaimed
Susan Powers is a financial advisor at Cetera Investment Advisers LLC. Susan has been in the financial services industry since 2008 and has a combined 15 years of experience in both broker-dealer and investment advisor roles. Susan has a strong background in financial planning, portfolio management and insurance. Susan is registered to provide financial advice in 16 states.
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.
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2
NE
03/21/2024 - Present
Cetera Investment Advisers LLC (ELKHORN NE)
NE
11/05/2008 - 03/24/2020
EDWARD JONES (OMAHA NE)
BOTH
Issued 11/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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